Financial Planning Fact Find

Map a client's current position before giving advice: income, monthly savings, dependants, assets, liabilities, cover in place and goals. Includes a payslip upload so income can be verified.

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Introduction

Full Name

Nombre

Apellido

Date of Birth

Address

Dirección

Ciudad

Estado / Provincia

Código postal

Mobile Number

Email

Occupation

Are you married?

Yes No Prefer not to say

Please send a copy of a recent payslip

Max 10 MB per file

Do you smoke?

Yes No Occasionally

What motivated you to get in touch? (please elaborate)

Do you have a will?

Yes No Being prepared

If yes, when was it last reviewed?

Which financial goals would you like to discuss with us?

Superannuation and Cover

Superannuation fund name and approximate balance

Any personal insurance objectives? (please elaborate)

What is your height and weight?

Approximate days of sick leave and annual leave

Any investment objectives? (please elaborate)

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