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Fact Finder
Fact Finder
Please enter your details below and an adviser will be in touch to make an appointment.
Company
Given Name
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Last Name
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Date of Birth
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Marital Status
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Children
0
1
2
3
4
5+
Health
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Smoker
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Address
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What's Important to You: General Objectives
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What's Important to You: Short Term Goals
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What's Important To You: Medium Term Goals
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What's Important To You: Long Term Goals
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Employment
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Occupation
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Annual Salary
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(excluding super)
Other Income
Assets
*
Own Outright
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Home Ownership Status
Super Balance
*
$
1
Type of Fund
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Investment Properties
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$
1
Value
Shares or Managed Funds
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$
1
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Total Liabilities
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$
1
Value
Do You Have Insurance?
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None
Income Protection
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Do You Have A Solicitor?
*
Yes
No
Do You Have A Will?
*
Yes
No
Do You Have A Power of Attorney?
*
Yes
No
Describe Your Investment Knowledge
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Limited
Fair
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Attitude to Risk
*
Low
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High
How Confident Are You In Your Financial Plan?
*
Not At All
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Fairly Confident
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How Happy Are You With Your Current Super Investments?
*
Not At All
Unsure (Need a Second Opinion)
Quite Happy
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