Documents

Confidential Lifestyle and Financial Questionnaire

➤ Confidential Lifestyle and Financial Questionnaire

Fields marked with an * are required

Confidential Lifestyle & Financial Questionnaire


To begin this process, we need you to consider the following points and then complete and submit this form.

If you are completing this form as a couple, we ask that you discuss the questions together and provide a collaborated response.



  1.  Your Personal Details & Resources
    By clearly identifying your personal details and resources you will assist us understand your current financial situation

  2. Your Objectives
    By identifying your Objectives, you will allow us to focus your resources on the range of outcomes you would like to achieve.

  3. Your Priorities
    By prioritising your Objectives, you will assist us work towards those outcomes that are most important to you.

  4. Additional Information
    By providing us with any additional information you might think is relevant, we will be able to help identify hurdles that may impede you achieving your lifestyle and financial objectives.

  5. Privacy Statement, Acknowledgment and Tax File Number Authorisation
    By reading and signing these sections, you will assist us in designing a plan around the information provided within this questionnaire.


 

Contact Us

If you would like to discuss obtaining Independent
Financial & Investment Advice, or any of our other
Professional Services, please feel free to contact us.

Call us
(03) 9629 6922

<span>Call us</span><br>(03) 9629 6922

Connect

<span>Connect</span>

Collins House

Collins House
Level 13
90 Collins Street
MELBOURNE VIC 3000

Privacy Policy

Services

Taxation & Accounting Advice

Estate Planning & Legal Advice

Retirement Planning Advice

Independent Financial & Investment Advice

UK Pension Transfers

Contact

T/ (03) 9629 6922

F/ (03) 9620 5131

Mailing Address:
PO BOX 16056
Collins Street West
Melbourne VIC 3007