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Financial Health Check
Your details
Title*
Please select
Dr
Miss
Mr
Mrs
Ms
Prof.
First Name*
Surname*
Date of Birth*
Email*
Contact Number*
About you
Are you an Australian resident?*
No
Yes
Are you a smoker?*
No
Yes
Do you have private health cover?
No
Yes
Relationship status*
De-facto
Divorced
Married
Separated
Single
Widowed
Financial dependants*
None
Yes
Housing status*
Renting
Home owner
Paying off a home
Shared accommodation
Other
Residential address
Street Address*
Suburb*
State*
Please select
ACT
NSW
NT
QLD
SA
TAS
VIC
WA
Post code*
Employment
Occupation*
Employment Status*
Please select
Full-time
Part-time
Casual
Self-employed
Contractor
Retired
Homemaker
Unemployed
Qualification Level
Please select
Tertiary
Trade
Professional
Industry
Please select
Agriculture, forestry & fishing
Mining
Manufacturing
Electricity, gas, water & waste services
Construction
Wholesale trade
Retail trade
Accommodation & food services
Transport, postal & warehousing
Information media & telecommunications
Financial & insurance services
Rental, hiring and real estate services
Professional, scientific & technical services
Administrative & support services
Public administration & safety
Education & training
Health care & social assistance
Arts & recreation services
Other
Gross annual income*
$
Other income p.a.
$
Assets
I dont have any assets
Please enter in details of your current assets
Asset type
Value
Owner
Income p.a.
Add New
Debts
I dont have any debts
Please enter in details of your current debt
Debt type
Amount owning
Owner
Repayment p.m.
Interest rate
Repayment type
Add New
Superannuation
I dont have any super
Please enter in details of your current super
Fund Name
Balance
Owner
Any insurance cover?
Add New
Personal insurance
I don't have any personal insurance cover
Please enter in details of any personal insurances
Cover Type
Insurer
Sum Insured
Life Insured
Owner
Premium p.a.
Add New
What are your main financial objectives?
Primary goals*
Reduce my debt
Reduce the tax I pay
Improve my cash flow
Review my super
Make sure I have enough insurance cover
Develop a wealth creation plan
Plan for my retirement
Buy an investment property
Invest in shares
Set up a SMSF
Apply for a loan
Review my investments
Other
Is there anything else you would like to add or ask us?
Partner details
Title
Please select
Dr
Miss
Mr
Mrs
Ms
Prof.
First Name
Surname
Date of Birth
Email
Contact Number
About you
Are you an Australian resident?
No
Yes
Are you a smoker?
No
Yes
Do you have private health cover?
No
Yes
Relationship status
De-facto
Divorced
Married
Separated
Single
Widowed
Financial dependants
None
Yes
Housing status
Renting
Home owner
Paying off a home
Shared accommodation
Other
Residential address
Same as partner
Street Address
Suburb
State
Please select
ACT
NSW
NT
QLD
SA
TAS
VIC
WA
Post code
Employment
Occupation
Employment Status
Please select
Full-time
Part-time
Casual
Self-employed
Contractor
Retired
Homemaker
Unemployed
Qualification Level
Please select
Tertiary
Trade
Professional
Industry
Please select
Agriculture, forestry & fishing
Mining
Manufacturing
Electricity, gas, water & waste services
Construction
Wholesale trade
Retail trade
Accommodation & food services
Transport, postal & warehousing
Information media & telecommunications
Financial & insurance services
Rental, hiring and real estate services
Professional, scientific & technical services
Administrative & support services
Public administration & safety
Education & training
Health care & social assistance
Arts & recreation services
Other
Gross annual income
$
Other income p.a.
$
Assets
I dont have any assets
Please enter in details of your current assets
Asset type
Value
Owner
Income p.a.
Add New
Debts
I dont have any debts
Please enter in details of your current debt
Debt type
Amount owning
Owner
Repayment p.m.
Interest rate
Repayment type
Add New
Superannuation
I dont have any super
Please enter in details of your current super
Fund Name
Balance
Owner
Any insurance cover?
Add New
Personal insurance
I don't have any personal insurance cover
Please enter in details of any personal insurances
Cover Type
Insurer
Sum Insured
Life Insured
Owner
Premium p.a.
Add New
What are your main financial objectives?
Primary goals
Reduce my debt
Reduce the tax I pay
Improve my cash flow
Review my super
Make sure I have enough insurance cover
Develop a wealth creation plan
Plan for my retirement
Buy an investment property
Invest in shares
Set up a SMSF
Apply for a loan
Review my investments
Other
Is there anything else you would like to add or ask us?
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