Client Data Snapshot
Please fill out the form so that we can tailor the Discovery Appointment to your specific circumstances. NOTE: If Client Two isn't required please leave blank.
Preferred Contact Person
*
First Name
Last Name
Getting To Know Your Situation
Client One
Client Two
Title
First Name(s)
Surname
Preferred Name
Date of Birth (DD/MM/YY)
Home Address
Work Phone Number
Mobile Phone Number
Email Address
Marital Status
Dependant One & D.O.B.
Dependant Two & D.O.B.
Occupation/Position
Employer
Do you have a will? (Last updated?)
Total Annual Income
A Snapshot of Your Assets
Client One - Value ($)
Client Two - Value ($)
Home
Investment Properties
Life Insurance
Income Insurance
Trauma Cover
TPD Cover
Bank Accounts/Term Deposits
Shares/Funds
Super
Super
Other Assets
Other Assets
A Snapshot of Your Liabilities
Who is it with?
Amount Owing ($)
Monthly ($)
Mortgage
Mortgage
Mortgage
Car Loan
Personal Loans
Total Credit Card Limits
Other Loans
Other Loans
Notes To Assets & Liabilities
Are there any particular goals or specific areas you wish to focus on or anything else you feel we need to know?
Submit My Snapshot
Should be Empty: