Ideal Client Questionnaire

Name:
For what reason are you seeking advice?
Are you working?
Yes
No
Retired
Type of work
Full Time
Part Time
Self Employed
Planning to retire
What is your approximate household income?
Under $100k
$100k - $200k
Over $200k
Do you own property?
Yes
No
If Yes, what is your property value? (add mortgage outstanding if applicable)
Do you have dependents?
Yes
No
What is your approximate investment wealth including Superannuation/Pension accounts/Investments. Excl property
Less than $300k
$300k - $500k
$500k - $2m
Over $2m
Who is your Superannuation/Pension currently held with?
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