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Wealth Partners Australia Fact Find Online Form
Confidential Client Information

Firstly, let us say Congratulations! Your new loan facility is now very close to being available for you to use and start building equity in your home at a much faster rate. The next stage of the process is completing what we call a ‘Fact Find’. This allows us to gather all the required information to accurately assess your financial situation and help you plan for your financial future.

This information then enables your Financial Planner to start working on your individual Financial Plan.

Should you have any questions, please don’t hesitate to contact me on (03) 9243 9400 during business hours or contact Tiffany Bernard on 0414 595 018 or Mark Dwyer on 0422 570 879.

As a requirement of Corporations Law, the legislation that governs the giving of specific investment advice, an adviser must have reasonable grounds for making any recommendations. This means the adviser must conduct an appropriate investigation into the financial position, investment objectives and personal needs of the client concerned. The information requested on this form is necessary to enable Wealth Partners Australia to make recommendations on a reasonable basis and will be used for this purpose only.

We accept no liability for any advice given on the basis of inaccurate or incomplete information.

Privacy Statement: Wealth Partners Australia is committed to ensuring the confidentiality and security of your personal information.

Personal Details	You	Your Partner
Email Address
Title
First Name
Surname
Date of Birth
Marital Status
Home Address
Postal Address (leave blank if the same as above)
Are you contemplating moving?	No Yes	No Yes
Phone Home
Phone Work
Phone Mobile
Fax
Do you have Private Health Cover?	No Yes	No Yes
Who introduced you to us?

Details of Children/Dependants	1	2	3	4
First Name
Surname
Date of Birth
Relationship to you
Gender	Male Female	Male Female	Male Female	Male Female
School & Grade
Dependant?	No Yes	No Yes	No Yes	No Yes

When you are writing your Future Needs Goals and Objectives take into account any major spending you plan on doing or any lifestyle changes you would like to make.

Some examples of reasons for seeking financial advice, or examples of future needs and goals, may include: Meeting future income needs, retirement income needs, diversification, tax minimisation, capital growth, investment security, wealth creation, eliminate mortgage etc.

Future Needs, Objectives and Goals
Reasons for seeking financial advice
Short-term goals (1-3 years)
Medium-term goals (4-7 years)
Long-term goals (7 years plus)

In terms of Retirement Age, we’re looking for the age you would ideally like to retire at. For retirement income, look at an annual wage in terms of today's dollars that will allow you to have a comfortable retirement. Keep in mind you will be debt free with no dependents by this time.

Retirement Details	You	Your Partner
Planned Retirement Age
Desired Retirement Income $
Do you intend to work (part-time or full-time) after retirement?

Employment Details	You	Your Partner
Employment or Business Status
Position Title
Hours per week
Employer/Business Name
Do you foresee any substantial change to your income in the next 1 - 2 years?
Does your income increase with inflation?	No Yes	No Yes

Advice Required Checklist

Investment Risk Explained	Lump Sum Investments	Taxation
Savings Plan	Superannuation	Rollovers
Social Security	Income Protection	Life Insurance
Trauma Insurance	Home Insurance	Contents Insurance
Estate Planning	Others (please specify)

What is your knowledge of, and experience with financial matters?

What is your ability to understand financial terms and adviser language?

Please note: Wealth Partners Australia can provide general advice in relation to your mortgage, budget and savings in conjunction with your Equity Acceleration programme. We can refer you to specialist investment and insurance advisers.

Personal Balance Sheet
Physical Assets	$ Value	Owned by	Date Acquired (est.)	Additional Info
Principal Residence
Contents/Personal Property
Investment Property
Motor Vehicles
Caravan/Boat/Trailer
Investments
Term Deposits/Cash
Superannuation
Total
Are your assets adequately insured?			Yes No
Details of Insurer
Location of title deeds

Liabilities	Finance Provider	Date Commenced	Owned by	Repayments	Repayment Amount $	Interest Rate %	Outstanding Balance $
Mortgage
Overdraft
Credit Cards Limit
Personal Loan
Investment Loan
Other
Total $
Have you given personal guarantees or personal assets as security?							Yes No

Income Details - Monthly $	You	Your Partner
Salary (Net)
Bonus Income / Profit Share
Reportable Fringe Benefits
Investment Income (shares, bonds, rental income)
Centrelink / DVA Income
Super / Annuity Income
Deductible Amount (if applicable)
Other Income
Total Monthly Income $

In this area we are looking to capture all of your Living Expenses. The information we are looking for is on a monthly basis.

Living Expenses - Monthly $

Transportation

Auto Loans / Lease
Vehicle Insurance
Fuel
Vehicle Maintenance
Vehicle Registration
Public Transport Travel Costs
Vehicle Tolls
Roadside Assist Membership
Total Transportation

Home

Mortgage
Rent
Repairs & Maintenance
Insurance Contents / Building
Furniture
General Household Expenses
Groceries / Food
Personal Needs - Pocket Money
Credit Card
Total Home

Utilities

Phone - Home
Phone - Mobile
Cable
Gas
Water
Electricity
Council Rates
Internet
Other
Total Utilities

Health

Doctor / Medical
Dental
Chemist
Optometrist / Chiropractor
Life / TPD Insurance
Income Protection Insurance
Trauma Insurance
Private Health Cover
Other
Total Health

Entertainment

Memberships
Dining out
Events
Subscriptions - Newspapers
Movies
Music & Books
Hobbies
Holidays & Travel
Club/Gym Subscriptions
Professional Fees
Total Entertainment

Miscellaneous

Dry Cleaning / Laundry
Clothing
Donations & Gifts
Child Care
School Fees
Other Education Costs
Alcohol
Work/Union Fees
Pets
Cigarettes
Child Support
Other
Total

Planned Major Expenses

Are you contemplating any lump sum
or planned expenditure?

	$	When
Car
House Improvement
Holiday Expense
Children's Education
Wedding
Debt Repayment
Other

What cash reserves do you require for emergencies or unforeseen expenses? Where do you expect to maintain this cash, eg. in a cash account or in a Line of Credit acccount?
Are you expecting a future lump sum or inheritance?	No Yes

Other Professional Advisers

Accountant

Name
Company
Address
Phone
Do we have your authority to contact?	Yes No
Does your accountant have your permission to get information from us?	Yes No

Solicitor

Name
Company
Address
Phone
Do we have your authority to contact?	Yes No
Does your solicitor have your permission to get information from us?	Yes No

Bank Manager
(Other)

Name
Company
Address
Phone
Do we have your authority to contact?	Yes No
Does your bank have your permission to get information from us?	Yes No

Wealth Partners Australia Fact Find Online Form Confidential Client Information

Wealth Partners Australia Fact Find Online Form
Confidential Client Information