We have moved! Our new address is Suite 24, Level 1, OTP House, 10 Bradford Close, Kotara NSW 2289.

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123 Financial Group
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About You Questionnaire

Before we connect you with a trusted financial adviser,

we’d love to get to know you a little better.

This short ‘About You Questionnaire’ helps us understand your current position and goals, so we can refer you to the right person for your needs.

At 123 Financial Group, we work with a hand-picked group of professional advisers—because getting the right advice at the right time makes all the difference.

Once it’s complete, we’ll be in touch to introduce you and get things moving.

About You

1
General Information
2
Children
3
Home owner
4
Renting
5
Assets
6
Other debts
7
Superannuation
/Pension
8
Personal insurance
9
Employment
10
Expenses
11
Last Page

General Information

First name
You (Required)
Your partner
Family name
You (Required)
Your partner
Gender
You (Required)
Your partner
Date of birth
You (Required)
Your partner
Mobile
You (Required)
Your partner
Email
You (Required)
Your partner
Relationship status
You (Required)
Your partner

Children

1st child
Name
Gender
Date of birth
2nd child
Name
Gender
Date of birth
3rd child
Name
Gender
Date of birth

Home owner

Address
Suburb
Post code (Required)
Home value
Mortgage balance
Mortgage repayment (monthly)

Renting

Address
Suburb
Post code (Required)
Rental payments (monthly)

Assets

Property
Value
Debt balance (Associated)
Shares
Value
Debt balance (Associated)
Managed funds
Value
Debt balance (Associated)
Savings
Value
Debt balance (Associated)
Other
Value
Debt balance (Associated)

Other debts

Personal loan
Balance
Credit card
Balance
Lease
Balance
Other debts
Balance

Superannuation/Pension

Number of accounts
You
Your partner
Balance
You
Your partner
SMSF
You
Your partner

Personal insurance

Death
You
Your partner
Permanent disablement (TPD)
You
Your partner
Trauma
You
Your partner
Income protection (monthly)
You
Your partner

Employment

Employed/self-employed
You
Your partner
Occupation
You
Your partner
Annual income (excl. super)
You
Your partner
Desired retirement age
You
Your partner

Expenses

Do you regularly track your expenses?
Living expenses:
How much are you saving?

General question

How do you describe your knowledge about personal finances?
Have you ever taken any professional advice on managing your finances?
Do you feel your estate planning affairs are in order?
Do you own have any interests in private companies or trusts?
Specific discussion points

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