My Online Adviser - Fact Find (NEW)

Fact Find
Number of clients
Client 1
Full Name

First NameLast Name
D.O.B.

DayMonthYear
Phone Number
Phone Number
E-mail
Do you smoke?
Health Status
Health Conditions
That may impact financial decisions or investment timeframe
Marital Status
Client 2
Full Name

First NameLast Name
D.O.B.

DayMonthYear
Phone Number
Phone Number
E-mail
example@example.com
Do you smoke?
Health Status
Health Conditions
That may impact financial decisions or investment timeframes
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
Dependants
Leave name and age in comments section below
Comments or questions:

0/300

Employment Details
Client 1
Occupation
Name of Employer
Employment Status
Total Gross Income
Other Income details
If required
No. of hours work p.w
Length of current employment
Previous employment details
If current role is less than 5 years
Client 2
Occupation
Name of Employer
Employment Status
Total Gross Income
Other Income details
If required
No. of hours work p.w
Length of current employment
Previous employment details
If current role is less than 5 years

Assets
Lifestyle Assets
Principle Home
Motor Vehicle 1
Motor Vehicle 2
Household Contents
Boat
Caravan
Other
Notes:
Investment Assets
Cash
Savings, Offset, Chq, CMT etc.
Fixed Interest
Fixed term, Debentures, Bonds, Annuities etc.
Shares / Managed Funds
Shares, Unit Trusts, Managed Funds etc.
Number of Investment Properties
First Inv Property
Address
First Inv Property
Value ($)
First Inv Property
Rent pw ($)
Second Inv Property
Address
Second Inv Property
Value ($)
Second Inv Property
Rent pw ($)
Third Inv Property
Address
Third Inv Property
Value ($)
Third Inv Property
Rent pw ($)
Fourth Inv Property
Address
Fourth Inv Property
Value ($)
Fourth Inv Property
Rent pw ($)
Fifth Inv Property
Address
Fifth Inv Property
Value ($)
Fifth Inv Property
Rent pw ($)
Sixth Inv Property
Address
Sixth Inv Property
Value ($)
Sixth Inv Property
Rent pw ($)
Notes:

Liabilities
Home Loan
Outstanding Loan Amount ($)
Home Loan
Monthly Repayments ($)
Home Loan
Interest Rate (%)
Home Loan
Institution Details
PERSONAL LOANS
Personal Loan 1
Outstanding Loan Amount ($)
Personal Loan 1
Monthly Repayments ($)
Personal Loan 1
Interest Rate (%)
Personal Loan 1
Institution Details
Personal Loan 2
Outstanding Loan Amount ($)
Personal Loan 2
Monthly Repayments ($)
Personal Loan 2
Interest Rate (%)
Personal Loan 2
Institution Details
CREDIT CARDS
Credit Card 1
Outstanding Credit Amount ($)
Credit Card 1
Credit Card Limit ($)
Credit Card 1
Interest Rate (%)
Credit Card 1
Institution Details
Credit Card 2
Outstanding Credit Amount ($)
Credit Card 2
Credit Card Limit ($)
Credit Card 2
Interest Rate (%)
Credit Card 2
Institution Details
Credit Card 3
Outstanding Credit Amount ($)
Credit Card 3
Credit Card Limit ($)
Credit Card 3
Interest Rate (%)
Credit Card 3
Institution Details
Investment Loan 1
Outstanding Loan Amount ($)
Investment Loan 1
Monthly Repayment ($)
Investment Loan 1
Interest Rate (%)
Investment Loan 1
Institution Details
Investment Loan 2
Outstanding Loan Amount ($)
Investment Loan 2
Monthly Repayment ($)
Investment Loan 2
Interest Rate (%)
Investment Loan 2
Institution Details
Investment Loan 3
Outstanding Loan Amount ($)
Investment Loan 3
Monthly Repayment ($)
Investment Loan 3
Interest Rate (%)
Investment Loan 3
Institution Details
Investment Loan 4
Outstanding Loan Amount ($)
Investment Loan 4
Monthly Repayment ($)
Investment Loan 4
Interest Rate (%)
Investment Loan 4
Institution Details
Investment Loan 5
Outstanding Loan Amount ($)
Investment Loan 5
Monthly Repayment ($)
Investment Loan 5
Interest Rate (%)
Investment Loan 5
Institution Details
Investment Loan 6
Outstanding Loan Amount ($)
Investment Loan 6
Monthly Repayment ($)
Investment Loan 6
Interest Rate (%)
Investment Loan 6
Institution Details
ANY OTHER LOANS
Business Loan
Outstanding Loan Amount ($)
Business Loan
Monthly Repayment ($)
Business Loan
Interest Rate (%)
Business Loan
Institution Details
Commercial Lending
Outstanding Loan Amount ($)
Commercial Lending
Monthly Repayment ($)
Commercial Lending
Interest Rate (%)
Commercial Lending
Institution Details
Margin Loan
Outstanding Loan Amount ($)
Margin Loan
Monthly Repayment ($)
Margin Loan
Interest Rate (%)
Margin Loan
Institution Details
Additional Notes
Any additional notes

Expenditure Details

Monthly Living Expenses
Housing
Rent, Rates, Insurance, Utilities, Repairs
Motor Vehicle 1
Petrol, Registration, Insurance, Maintenance
Motor Vehicle 2
Petrol, Registration, Insurance, Maintenance
Motor Vehicle Other
Petrol, Registration, Insurance, Maintenance
Food
Groceries etc.
Miscellaneous
Mobile Phone, Hair, Beauty, Netflix
Children
School Fees, Clothing, Childcare
Birthday / Gifts
Christmas, Birthdays, Mothers Day etc.
Health
Private Health Insurance, Doctors, Chemist
Lifestyle
Holidays, Parties, Movies
Pets
Food, Vet, Medications, Kennels
Additional Notes
Any additional notes
How much do you estimate to save each month
Where are you directing these savings?
e.g. mortgage, bank account, managed funds etc.
Do you expect any future changes to your income/expenditure position?
Are you receiving any government benefits?
If yes, which one and how much?
Are you receiving any government benefits?
If yes, which one and how much?

Risk Profile Questionnaire

Your attitude towards investing
1. How long do you intend to invest your savings?
2. Will you need to access these fund during the term of investment?
3. Inflation erodes the value of your savings. Growth investing can counter the eroding effect of inflation but will also expose you to the risk of short-term losses.
4. Which of the following risk/return scenarios would you be most comfortable with?
5. What would you do if your investment dropped in value from an initial $1,000 to $850?
6. What is the most aggressive investment you've ever made?
7. If you were investing in a share portfolio, which of the following would suit you best?
Preferred Signing Method for all correspondence
In regards to your Superannuation would a more sophisticated Super fund with a larger pool of investment options interest you?
Would you be willing to pay higher product fees for a more sophisticated super fund with a larger pool of investment options?
Are lower product costs important to you

In order for My Online Adviser to complete research on your current Superannuation & Insurance policies, please download our 'Authority to Investigate' form, sign and return along with a copy of your 'Driver's licence'.
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Fact Find

Employment Details

Assets

Superannuation Details

Insurance Details

Liabilities

Expenditure Details

Retirement Goals & Objectives

Borrowing to Invest

Risk Profile Questionnaire