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 AfghanistanAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBonaire, Sint Eustatius and SabaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBrunei DarussalamBulgariaBurkina FasoBurundiCabo VerdeCambodiaCameroonCanadaCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos IslandsColombiaComorosCongoCongo, Democratic Republic of theCook IslandsCosta RicaCroatiaCubaCuraçaoCyprusCzechiaCôte d'IvoireDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEswatiniEthiopiaFalkland IslandsFaroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard Island and McDonald IslandsHoly SeeHondurasHong KongHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKorea, Democratic People's Republic ofKorea, Republic ofKuwaitKyrgyzstanLao People's Democratic RepublicLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacaoMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorth MacedoniaNorthern Mariana IslandsNorwayOmanPakistanPalauPalestine, State ofPanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarRomaniaRussian FederationRwandaRéunionSaint BarthélemySaint Helena, Ascension and Tristan da CunhaSaint Kitts and NevisSaint LuciaSaint MartinSaint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint MaartenSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth Georgia and the South Sandwich IslandsSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan MayenSwedenSwitzerlandSyria Arab RepublicTaiwanTajikistanTanzania, the United Republic ofThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTurkmenistanTurks and Caicos IslandsTuvaluTürkiyeUS Minor Outlying IslandsUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUruguayUzbekistanVanuatuVenezuelaViet NamVirgin Islands, BritishVirgin Islands, U.S.Wallis and FutunaWestern SaharaYemenZambiaZimbabweÅland Islands Country PhoneEmail Date of birth Now tell us a little about your partnerPartner's Name First Last Partner's PhonePartner date of birth Marital statusSingleMarriedWidowDivorcedDe-FactoEngagedName and age of children (if any)Occupation Industry Name of Employer Employment StatusFull timePart timeCasualContractorSelf employedUnemployedRetiredNot workingAssets Principle Residence Contents Vehicle Everday bank account Business Shares / Managed funds Investment property/ properties Other Assets: Principle Residence If you own your own home please tells us the approximate valueAssets: Principle Residence Contents Tell us about approx content valueAssets: Vehicle Tell us about approx content valueAssets: Super - Client Tell us about approx content valueAssets: Super - Partner Tell 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 Δ