Personal

Personal Information

  • Full Name or Entity

  • Address

  • Date of birth

Contact Details

  • email

  • mobile

  • phone

Finacial Services Guide requirements.

  • Has an FSG been delivered?

  • How was it delivered?

Referral details

  • Was the client referred to you?

  • Name

Discovery

Lifestyle

  • Annual household income $

  • Job Description and Employer

  • Net assets

  • Clients situation. Family and lifestyle.

  • Clients expectation from todays meeting?

Discovery

  • Investment experience?

  • Tax effective advice?

  • Health and lifestyle needs?

  • Debt planning and management advice?

  • Retirement planning?

  • Insurance? Life, TPD and Income insurance

  • Investment management options?

  • Estate planning advice?

  • Cash flow and budgeting advice?

Scoping

Scoping

  • Shares

  • Options

  • Tax effective structures

  • Debt planning and mangement

  • Cashflow and budgeting

  • Retirement planning

  • Health and ageing

  • Insurance

  • Estate planning

  • Other

Summary

professional advice

  • Accountant

  • Solicitor/lawyer

  • Financial planner

The information collected today is for the purpose of 'discovery' to ensure the client is requesting and is provided with the advice and services that are the most appropriate for that client.

  • Notes

  • I confirm that I have been provided with a Financial Services Guide (FSG) and the documents purpose was explained to me.

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