Discovery Step 1 of 3 33% If you are the primary please tell us about you contact details hereName* First Last Address Street Address Address Line 2 City State / Province / Region ZIP / Postal Code AfghanistanÅland IslandsAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBonaire, Sint Eustatius and SabaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBrunei DarrussalamBulgariaBurkina FasoBurundiCambodiaCameroonCanadaCape VerdeCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos IslandsColombiaComorosCongo, Democratic Republic of theCongo, Republic of theCook IslandsCosta RicaCôte d'IvoireCroatiaCubaCuraçaoCyprusCzech RepublicDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEswatini (Swaziland)EthiopiaFalkland IslandsFaroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard and McDonald IslandsHoly SeeHondurasHong KongHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKuwaitKyrgyzstanLao People's Democratic RepublicLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacauMacedoniaMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorth KoreaNorthern Mariana IslandsNorwayOmanPakistanPalauPalestine, State ofPanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarRéunionRomaniaRussiaRwandaSaint BarthélemySaint HelenaSaint Kitts and NevisSaint LuciaSaint MartinSaint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint MaartenSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth GeorgiaSouth KoreaSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan Mayen IslandsSwedenSwitzerlandSyriaTaiwanTajikistanTanzaniaThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTurkeyTurkmenistanTurks and Caicos IslandsTuvaluUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUruguayUS Minor Outlying IslandsUzbekistanVanuatuVenezuelaVietnamVirgin Islands, BritishVirgin Islands, U.S.Wallis and FutunaWestern SaharaYemenZambiaZimbabwe Country PhoneEmail Date of birth Now tell us a little about your partnerPartner's Name First Last Partner's PhonePartner date of birthMarital statusSingleMarriedWidowDivorcedDe-FactoEngagedName and age of children (if any)OccupationIndustryName of EmployerEmployment StatusFull timePart timeCasualContractorSelf employedUnemployedRetiredNot workingAssets Principle Residence Contents Vehicle Everday bank account Business Shares / Managed funds Investment property/ properties Other Assets: Principle ResidenceIf you own your own home please tells us the approximate valueAssets: Principle Residence ContentsTell us about approx content valueAssets: VehicleTell us about approx content valueAssets: Super - ClientTell us about approx content valueAssets: Super - PartnerTell us about approx content value What is the reason for seeking our services and what would you like to achieve at our first meeting?What is important to you about your lifestyle, at this time and in the future?What decision or event, if any that impacts your lifestyle is confronting you at the moment and how do you feel about it?Are thre any health issues impacting you?I need advice on, strategies or assistance with: Optimal structures for assets – use of Family Trust, Company, Superannuation, Other Protecting myself / family’s financial wellbeing in the event I am sick, injured or die Review of current Investment strategy for appropriateness Better managing my investments e.g. I don’t have time to manage my investments Recommend a portfolio of shares and investments that suit your investment strategy Reducing the amount of tax I pay Planning for retirement – am I on track? Saving enough? Making my savings last during retirement Superannuation– e.g. consolidate various funds, review for suitability Determine if a SMSF is suitable for me/us Recommend investments for my SMSF that better suit my objectives and loss/risk profile Paying off my debts more quickly Not happy with our existing advisers (e.g. financial, accountant, tax, legal etc.) Establishing a professional relationship with an adviser that will act in my best interests Project management assistance of financial affairs – if only I/we had the time… My parents affairs (age care, estate planning) Divorce or separation – what should I be doing/do? Succession planning in my business… what should I be doing? Attracting, rewarding and retaining key staff members Other This iframe contains the logic required to handle Ajax powered Gravity Forms.