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Discover
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About You Questionnaire
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)
Male
Female
Other
Your partner
Male
Female
Other
Date of birth
You
(Required)
Your partner
Mobile
You
(Required)
Your partner
Email
You
(Required)
Your partner
Relationship status
You
(Required)
Single
Married
Separated
Divorced
Widowed
Your partner
Single
Married
Separated
Divorced
Widowed
Next
Children
1st child
Name
Gender
Male
Female
Other
Date of birth
2nd child
Name
Gender
Male
Female
Other
Date of birth
3rd child
Name
Gender
Male
Female
Other
Date of birth
Back
Next
Home owner
Address
Suburb
Post code
(Required)
Home value
Mortgage balance
Mortgage repayment (monthly)
Back
Next
Renting
Address
Suburb
Post code
(Required)
Rental payments (monthly)
Back
Next
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)
Back
Next
Other debts
Personal loan
Balance
Credit card
Balance
Lease
Balance
Other debts
Balance
Back
Next
Superannuation/Pension
Number of accounts
You
Your partner
Balance
You
Your partner
SMSF
You
Yes
No
Your partner
Yes
No
Back
Next
Personal insurance
Death
You
Your partner
Permanent disablement (TPD)
You
Your partner
Trauma
You
Your partner
Income protection (monthly)
You
Your partner
Back
Next
Employment
Employed/self-employed
You
Your partner
Occupation
You
Your partner
Annual income (excl. super)
You
Your partner
Desired retirement age
You
Your partner
Back
Next
Expenses
Do you regularly track your expenses?
Living expenses:
How much are you saving?
Back
Next
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
Back
Submit
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