Pre-meeting Questionnaire

Pre-meeting Questionnaire
Date

Day Month Year
Name

First Name Last Name
Address

Street Address

Street Address Line 2

City State

Postcode Country
E-mail
Phone Number

Area Code Phone Number
Marital Status
Are You:

employed unemployed self-employed business owner
What is your ideal retirement age?
Are you concerned about any of the following?
Managing your money and cashflow effectively

Yes No
Buying your first property

Yes No
Ensuring you and your family are protected against unforeseen circumstances

Yes No
Your existing superannuation structure

Yes No
How you are tracking on your road to retirement

Yes No
Run out of money in retirement

Yes No
Understanding your Centrelink status and maximising your benefits

Yes No
Aged care accomodation for yourself or loved ones

Yes No
Your Estate Planning (Wills) being up to date

Yes No
Assets being transferred to the right people, at the right time in a tax efficient manner

Yes No
Other
Should be Empty:

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