For New Clients

About You Questionnaire

Hugh Robertson from Centaur Financial Services would like to collect some information from you to prepare for your meeting.

To complete this questionnaire, you will need information about your: income, assets, liabilities, superannuation and insurance. Please complete the questionnaire in one sitting and submit it. You are not able to save it and return later.

Your privacy & security are important to us. Your data will be stored and used in accordance with the AAN financial services guide and privacy policy.

Your information is protected by an SSL certificate

You should review these documents before proceeding.

Personal Details:

General Details

Client

Partner

Health & Lifestyle

Client

Partner

Contact details

Client

Partner

Family & Entities:

Children

Child 1

Child 2

Child 3

Child 4

Child 5

Companies

Company 1

Company 2

Company 3

Company 4

Company 5

Trusts

Trust 1

Trust 2

Trust 3

Trust 4

Trust 5

Assets & Liabilities:

Lifestyle Assets

Investment Assets

Liabilities

Superannuation assets

Client

Partner

Cashflow:

Employment

Client

Partner

Expenses

Insurance:

Personal Insurance

Client

Cover amount

Cost

Cover amount

Cost

Cover amount

Cost

Cover amount

Cost

Cover amount

Cost

Estate Planning:

Will

Client

Partner

Attorney's

Client

Partner

Client

Partner

Objectives:

Retirement

Client

Partner

Personal Goals & Objectives