Pre-meeting Questionnaire

Pre-meeting Questionnaire
Date

DayMonthYear
Name

First NameLast Name
Address

Street Address

Street Address Line 2

CityState

PostcodeCountry
E-mail
Phone Number

Area CodePhone Number
Marital Status
Are You:

employedunemployedself-employedbusiness owner
What is your ideal retirement age?
Are you concerned about any of the following?
Managing your money and cashflow effectively

YesNo
Buying your first property

YesNo
Ensuring you and your family are protected against unforeseen circumstances

YesNo
Your existing superannuation structure

YesNo
How you are tracking on your road to retirement

YesNo
Run out of money in retirement

YesNo
Understanding your Centrelink status and maximising your benefits

YesNo
Aged care accomodation for yourself or loved ones

YesNo
Your Estate Planning (Wills) being up to date

YesNo
Assets being transferred to the right people, at the right time in a tax efficient manner

YesNo
Other
Should be Empty: