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Name(Required)

First Name Last Name

Partner's Name

Partner's First Name Partner's Last Name

Reasons for seeking advice(Required)

Please provide as much detail as possible

Your DOB(Required)

Partner's DOB

Your Address(Required)

Address Line 1 Address Line 2 Suburb State Postcode

Your Mobile(Required)

Partner's Mobile

Your Email

Partner's Email

Please provide your children's names, gender and ages

Your Occupation(Required)

Name of your Employer(Required)

Your Salary(Required)

Or net business income if self employed

Your Partner's Occupation

Your Partner's Employer

Your Partners Salary

Or net business income if self employed

Name of your Superannuation fund(Required)

Approximate balance of your Superannuation account(Required)

Your Partner's Superannuation fund

Approximate balance of your Partner's Superannuation fund

Value of your Home

How much is owing on your Home?

What are the repayments and frequency of your Mortgage?

What is the value of your Investment property?

How much is owing on your Investment property loan?

What are the repayments and frequency of payments on your Investment loan(s)?

Please provide details of any other loans or credit card(s)

Approximate value of savings

Do you have the ability to save or invest any extra money?

If so the amount and frequency

Value of Home contents

Value of motor vehicles, boats, caravans

Do you and your Partner have any shares ETF's or Managed Funds?

If so who with and value

Do you and your Partner have Wills, Power of Attorney and Power of Guardianship in place?

Do you hold private health insurance?

If so, who with

Do you have any Life, TPD, Income and Trauma insurance?

If so please provide as much detail as possible

Does your Partner have any Life, TPD, Income and Trauma insurance?

If so please provide as much detail as possible

How did you find us?(Required)

Who referred you to us?

Do you have any further comments or information you wish to provide?