| CONSULTATION REQUEST |
|
Phone
Person
Event/Seminar:
|
PLEASE SELECT THE FOLLOWING AREAS AS WISH TO
DISCUSS (To help us determine how we can best meet
your requirements) |
| Asset Protection |
Taxation Advice |
Wills |
| Structuring |
Other |
| PERSONAL DETAILS |
|
|
| DEPENDENTS |
Children
How many? Ages |
| INCOME + EXPENDITURE |
Your annual salary:
Partner's annual salary:
|
Other income (approx):
Estimated annual expenditure: |
| ASSETS, LIABILITES & WEALTH PROTECTION |
Principal Residence (estimated value):
Mortgage balance: |
|
Estimated Value |
Mortgage/Loan Balance |
Existing Investments
Property 1 |
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| Property 2 |
|
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| Property 3 |
|
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| Shares |
|
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| Managed Funds |
|
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| Term Deposits and Cash |
|
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| Other |
|
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| Superannuation |
Provider 1:
|
Value
|
|
Provider 2:
|
Value
|
| Insurances |
Provider 1:
|
Value
|
| MY INVESTMENT OBJECTIVE IS |
| Provide an after tax income of: |
| Provide capital growth of: %, Or in line with inflation (Subject to investment profile) |
| Maintain a readily accessible cash account of: For emergencies |
| WHAT ARE YOUR GOALS AND DESIRES |
Current savings ability per month:
Desired savings per month: |
| Short & long term investment objectives(inc. property, shares, and personal items such as holidays, new car, pay of mortgage, etc) |
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