Partner Fact Find - Basic Details
Name
*
First Name
Middle Name
Last Name
Work/preferred Email
*
Alternate Email
Contact No.
*
Date of Birth
*
-
Day
-
Month
Year
Date Picker Icon
Gender
*
Male
Female
Other
Smoker?
*
Yes
No
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please Select
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
What areas are you seeking advice in?
*
Investment & superannuation
Insurance
Debt management
Cashflow
Employment Information
If not working, please leave this section blank or outline details in 'Other employment notes'
Primary Occupation
Hours per week worked
Emplyment type
Please Selecti
Full-time
Part-time
Casual
Self-employed
Retired
Home Duties
Other
Base income
Bonuses, commissions & extras
Other employment notes
Basic Financials
Please tick if you own any of the following assets
*
Family home
Share & managed fund investments
Investment property(ies)
Cash & Deposits
Superannuation
Other (i.e. personal business)
N/A
What is the value of your family home?
What is the value of your mortgage?
What is the approximate value of share & managed fund investments?
What is the approximate value of the margin/investment loan attahed to portfolio investments (if applicable)?
What is the value of your investment propterty holdings?
What is the value of investment property debts?
What is the value of cash & deposits?
What is the value of your superannuation balance
Please outline general information around other assets
Existing Insurance
Please tick which personal insurances you have (incl. super)
Income Protection
Life
TPD
Trauma
Income protection policy number (if known)
IP benefit amount (per month)
Life policy number (if known)
Life benefit amount
TPD policy number (if known)
TPD benefit amount
Trauma policy number (if known)
Trauma (critical illness) benefit amount
Any other insurance information?
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Goals and objectives
Short term goals
Medium term goals
Long term goals
Risk Profiling
How experienced are you with the following investments?
Rows
Very experienced
Experienced
Somewhat experienced
Unsure
No experience
Cash & deposits
Fixed interest (bonds)
Stocks (direct equities)
Property
Managed funds
Exchange traded funds (ETFs)
Separately managed accounts (SMAs)
Long / short trading strategies
Hedging
How do you respond to investment risk?
1
2
3
4
5
Caution
Opportunity
1 is Caution, 5 is Opportunity
How do you react in a financial crisis?
Reduce my investment exposure to poorly performing assets
Maintain my exposure to poorly performing assets
Increase my exposure to poorly performing assets
Sell everything and build an effigy of your financial adviser to use as a pin cushion
have you managed your own investment portfolio before?
Yes
No
Unsure
Which definition below best descirbes your idea of an investment relationship with your adviser
I'd prefer to rely on my adviser to formulate investment strategy
I'd like some involvement in developing my investment strategy
I expect to incorporate my own idea's into the investment strategy structuring & formulation
I am self directed and would like to have significant control in defining the investment strategy, primarily relying on my adviser for structural and implementation services
Please make any additional comments about your investment preferences here
Risk Profile Calculation
Submit
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