To begin, please confirm your details below.

To make sure we have your details correct, please check them below.

Your first name ^*

Your last name ^*

Your email address ^*

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Do you own your own home ___? ^*

Yes, outright.

Yes, with a mortgage.

No.

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Your Current Home Loan

Current loan balance? ^*

If you don't know the exact figure, an approximate amount is fine.

Current interest rate? ^*

Would you like us to review your home loan? ^*

Our lending team recently saved a client over $4,100 in interest per year as a result of a complimentary loan review, enabling them to pay off their home loan 3 years earlier.

Yes

No

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Accessing your equity ^*

Given you own your home outright, would you be interested in accessing equity for investing, home improvements, debt consolidation or for buying your next home or an investment property?

Yes

No

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Do you have a superannuation fund? ^*

Yes, more than one.

Yes, just one.

No.

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Your superannuation

Superannuation is a major component of your financial security. We can help maximise your superannuation to better position you for retirement.

What is your current superannuation balance? ^*

If you don't know the exact figure, an approximate amount is fine.

When was your superannuation last reviewed? ^*

Our Financial Planning team have helped many clients maximise their superannuation balance at retirement, often enabling clients to retire earlier.

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Do you have income protection insurance? ^*

Yes.

No.

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Your Income Protection Insurance.

What is the insured sum? ^*

If you don't know the exact figure, an approximate amount is fine.

What is the wait period?

When was your income protection insurance last reviewed? ^*

Our Financial Planning team can review your income protection insurance to ensure that you are adequately protected.

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Do you have Life, TPD and Trauma insurance? ^*

Yes.

No.

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Your Life, TPD and Trauma insurance.

What is the insured sum? ^*

If you don't know the exact figure, an approximate amount is fine.

When was your Life, TPD and Trauma insurance last reviewed? ^*

Our Financial Planning team can review your Life, TPD and Trauma insurance to ensure that you are adequately protected.

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The risks of inadequate insurance cover.

Life goes on if something were to happen to you. Your debts still require payment and your dependants still need income to survive.

Talk to our Financial Planning team to ensure you and your loved ones are adequately protected.

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Do you currently have an up-to-date Will and Powers of Attorney? ^*

Yes.

No.

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Your assets may not be protected.

If you were to pass away without an adequate Will, your assets can be frozen - including your bank accounts - and the courts may decide what happens to them.

Talk to our Legal team to ensure you and your loved ones are adequately protected.

A simple Will only costs a few hundred dollars.

Would you like someone from our Legal Team to contact you about getting this sorted? ^*

Yes

No

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Our Legal Team

Are you aware that our Legal Team can also handle conveyancing, deceased estates, business purchases and sales, business structuring, and leasing (including commercial and farming matters)?

Is there anything you would like legal advice on?

/

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Thank you.

Thank you for your responses ___.

We look forward to seeing you at your upcoming ITR meeting.

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Your Individual Tax Return

To begin, please confirm your details below.

Your Current Home Loan

Your superannuation

Your Income Protection Insurance.

Your Life, TPD and Trauma insurance.

The risks of inadequate insurance cover.

Your assets may not be protected.

Our Legal Team

Thank you.