Ideal Client Questionnaire

Name:

For what reason are you seeking advice?

Are you working?

Type of work

What is your approximate household income?

Do you own property?

If Yes, what is your property value? (add mortgage outstanding if applicable)

Do you have dependents?

What is your approximate investment wealth including Superannuation/Pension accounts/Investments. Excl property

Who is your Superannuation/Pension currently held with?