Financial Discovery Conversational Form (#16)Δ Financial Discovery Begin your financial discovery below. First NameLast NameWhat is your mobile phone numberAddressAddress Line 1Address Line 2CityStatePostcodeWhat is you email address?What is your date of birth?Relationship status- Select -MarriedPartnerSingleWidowPartner's First NamePartner's Last NameWhat is your partner's mobile phone numberWhat is your partner's email address?What is your partner's date of birth?What's your main reason for reaching out to us?Are there any pressing or specific issues you wish to discuss? Do you have a retirement goal such as age and required income? If so, what is this to you? Employment StatusClientFull timePart timeSelf employedCasualContractRetiredEmployment StatusClient 1Client 2Full timePart timeSelf employedCasualContractRetiredYour OccupationPartner's OccupationIncome & ExpensesWhat is your approximate employment income (excluding super, but including bonuses)? What is your partner's approximate employment income (excluding super, but including bonuses)? Do you receive Centrelink benefits (age pension, etc)? If so, how much per fortnight?Are you currently saving? Yes NoHow much are you saving each month? Assets & LiabilitiesFamily home valueCashInvestment propertiesShares / Managed funds Do you have any plans or intentions with your cash available? (i.e. caravan, car, pay off mortgage, make super contributions, gift to kids, etc)What is the mortgage on your home?Investment properties debtAny other debtsWhat are your intentions with your home over the next few years? Hold Renovate Sell or Upgrade Other Unsure, I'm looking for guidanceDo you have any other assets that you expect to receive in the near future? (i.e. inheritance, business sale, insurance pay-out) Yes NoSuperannuationWho is your superannuation fund provider?What is the approximate value of your superannuation fund?Do you know how your super is invested? Cash Conservative investment option Balanced investment option Growth investment option Aggressive investment option SMSF Defined benefit UnsureSuperannuation detailsYesNoUnsureDo you make additional contributions to superannuation?Are you drawing a regular income stream from your superannuation?Do you have multiple superannuation fundsWho is your partner's superannuation fund provider?What is the approximate value of your partner's superannuation fund?Do you know how your partner's super is invested? Cash Conservative investment option Balanced investment option Growth investment option Aggressive investment option SMSF Defined benefit UnsurePartner's superannuation detailsYesNoUnsureDo you make additional contributions to superannuation?Are you drawing a regular income stream from your superannuation?Do you have multiple superannuation fundsPersonal InsuranceDo you have personal insurances in place?YesNoUnsureLife coverTotal and permanent disablementTrauma coverIncome protectionOnly the default cover in my superannuationBusiness insurance (buy-sell, key man)Does you partner have personal insurances in place?YesNoUnsureLife coverTotal and permanent disablementTrauma coverIncome protectionOnly the default cover in my superannuationBusiness insurance (buy-sell, key man)Estate PlanningDo you have the following: Wills Enduring power of attorney Advanced health directive Guardianship Binding death nominationsDoes your partner have the following: Wills Enduring power of attorney Advanced health directive Guardianship Binding death nominationsSubmit
