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:
What is your ideal retirement age?
Are you concerned about any of the following?
Managing your money and cashflow effectively
Buying your first property
Ensuring you and your family are protected against unforeseen circumstances
Your existing superannuation structure
How you are tracking on your road to retirement
Run out of money in retirement
Understanding your Centrelink status and maximising your benefits
Aged care accomodation for yourself or loved ones
Your Estate Planning (Wills) being up to date
Assets being transferred to the right people, at the right time in a tax efficient manner
Other
Should be Empty: