If you are interested in receiving our financial advice, we need to find out a bit about you and your objectives, so we can work on providing a strategy more suitable for your own needs.

This document is normally filled in by us at an interview, and we make many other notes in the margins. This is not possible for interstate clients, though we will be happy to help you with its completion over the phone.

No questionnaire is capable of really gathering all the information we will require to give you exactly what you want or need, but it is a start. Much of the information we need can only come from dialogue, either as part of a formal interview or less formal discussions via the phone or email. Nevertheless most of the raw data we require for most clients is requested in this document.

You are under no obligation to provide us with all the information we request, though this does of course limit our ability to construct a comprehensive financial plan. The section where we ask you to itemise your expenditures in the budget does not have to be filled out completely if you do not wish to do so, though at least a rough estimate of your income and expenditure would be useful to give us something to work with when calculating your savings capacity and spending requirements.

We will contact you shortly after receiving your completed fact finder to discuss your circumstances further.

Click on the link below to download a copy of our client questionnaire. You can print it out and mail or fax the completed document back to us, or edit the document and return the completed paper by email. (We will require a signature from you before we actually implement any financial plan).

Click here to download questionnaire.doc