Tools and Documents
The following documents may be useful to you in assessing your financial planning needs.
Fact Finder - download here
The fact finder assists us in gathering information regarding your personal and financial details. Please complete this to the best of your ability and contact our office should you require assistance.
Cash Flow Calculator - download here
The cash flow calculator assists us in analysing your excess cash flow and provides a general budget guide for you.
Aged Care Fact Finder - download here
This version of the fact finder assists us in gathering information for both aged care resident and carer \ power of attorney. This also assists our advisers in providing time-efficient advice in a time of duress.
Responsible Investment Questionnaire - download here
Please complete this form to enable us to provide the most appropriate advice concerning any responsible investment recommendations or to update our office in the event that your beliefs alter.
Risk Profiler - download here
Please complete the Risk Profiler to update us as to your attitude to Risk and Return or your investment concerns.
Needs Analysis (Insurance) - download here
Please complete this form to enable our advisers to complete an analysis of your insurance situation and advise accordingly.