Start Your Quote Today

Welcome! This form is designed to give you a precise financial quote while also helping us understand your financial picture for tailored recommendations.

How do you prefer to be contacted? *

Phone

Face-to Face

Zoom

best time to contact you? *

Morning 9am-12pm

Lunch time 12pm - 3pm

Afternoons 3pm- 5:30pm

Evenings 5:30pm - 7:30pm

What’s your #1 financial priorities right now? (Pick as many as you like!) *

Are you seeking financial advice as an individual or with a partner? *

Individual

Joint (With a Partner)

What’s your partner’s first name?

What’s your partner’s date of birth?

Which age bracket do you fall into? (Select all that apply if you’re transitioning soon.) *

What inspired you to seek financial advice? (Select one or multiple) *

How would you rate your current financial knowledge? *

Beginner

Intermediate

Advanced

Sophisticated investor

How did you hear about us? *

Google

Referral

Social Media

Other

What is your current employment status? *

Employed

Self-employed

Retired

Other

What’s your estimated total income before tax? *

Partners current employment status?

Employed

Self-employed

Retired

Other

What’s your Partners estimated total income before tax?

Do you currently have cash savings set aside?

Yes

What is your estimated total cash savings?

Do you currently have any term deposits?

Yes

What is the total amount held in term deposits?

What is the current term length of your deposits?

Less than 6 months

6–12 months

1–3 years

3+ years

Would you like advice on optimizing your term deposits?

Yes

At the end of each pay cycle, do you typically have surplus income left over?

Yes – I usually have extra funds after expenses.

No – I break even each cycle.

I tend to have a shortfall and rely on credit or savings.

On average, how much surplus income do you have at the end of each pay cycle?

How do you typically use this surplus income? (Select all that apply)

Do you currently have a superannuation fund? *

Yes

Do you have more than one super fund?

Yes

Is your super fund a Self-Managed Super Fund (SMSF) or a Personal Super Fund? *

SMSF

Personal Super i.e Retail/Industry Super Fund

Does your SMSF hold any of the following investments? (Select all that apply)

Property

Stocks

Bonds

Other (Please specify)

What’s the estimated total balance of your SMSF? *

Who is your superannuation provider?

If you have more than one, please name them all

What’s your estimated superannuation balance?

💰 (Please provide a rough estimate.)

What Current investment option is your superannuation in? *

Does your partner currently have a superannuation fund?

Yes

Does your partner currently have more than one super fund?

Yes

Is your partner's super fund a Self-Managed Super Fund (SMSF) or a Personal Super Fund? *

SMSF

Personal Super

Does your Partner's SMSF hold any of the following investments? (Select all that apply)

Property

Stocks

Bonds

Other (Please specify)

What’s the estimated total balance of your partner's SMSF? *

💰 (Please provide a rough estimate.)

Who is your Partner's superannuation provider?

If you have more than one, please name them all

What’s your partner's estimated total superannuation balance?

💰 (Please provide a rough estimate.)

What investment option is your partner’s superannuation currently in?

Do you own a home? *

Yes

What’s the estimated value of your home?

What’s the remaining loan amount on your home?

Do you own any investment properties *

Yes

How many investment properties do you own?

For each investment property, we need: • Estimated property value

Rental income (if applicable)

Positive or negatively geared

Do you have any other major assets (cars, businesses, shares, etc.)? *

Yes

Please list them along with their estimated value.

Do you currently invest in any of the following? *

Estimate estimated value of stocks

Estimate estimated value of managed funds

Estimate estimated value of Cryptocurrency

Estimate estimated value of Private company shares

Would you like help with investment strategies?

Yes

What is your preferred investment style? (Select one) *

Growth – I want higher returns and can handle some risk

Balanced – A mix of growth & stability

Defensive – Low-risk, slow & steady approach

What is your partner’s preferred investment style? *

Growth – I want higher returns and can handle some risk

Balanced – A mix of growth & stability

Defensive – Low-risk, slow & steady approach

Setting Your Financial Goals

💡 How this works:

You’ll be adding your goals one by one, with no particular order—just what comes to mind first!

Each goal should include:

✅ What the goal is (e.g., buy a home, pay off debt, build wealth).

✅ How much you estimate it will cost (even a rough figure helps!).

✅ When you’d like to achieve it (short-term, long-term, or a specific timeframe).

✅ How important it is to you (so we can prioritize what matters most).

What is your first financial goal?

How much do you estimate this goal will cost?

Enter estimated cost ($)

Would you like this cost to increase over time with inflation?

Yes

When do you want to achieve this goal?Select year (ending 30 June)

How many years do you expect to take to reach this goal? Enter duration (years)

How important is this goal to you?(Scale: 1-5, with 5 being most important)

Why is this goal important to you?

Would you like to add another goal? *

Yes

How much are you planning to invest in professional financial advice? (Select the option that best matches your expectations.) *

Did you know that in some cases, you can use your superannuation to cover financial advice fees?

Yes, I was aware

No, I didn’t know that

I’d like to learn more about

Would you be interested in exploring this option to cover a portion of your advice fees?

Yes – I’d like to understand how this works.

No – I prefer to pay out of pocket.

Any other financial concerns or questions?

Would you like to receive free financial health check?

Yes, let’s do it!

No, I’m all good for now.