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

Renting

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

Assets

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

Other debts

Personal loan
Balance (Required)
Credit card
Balance (Required)
Lease
Balance (Required)
Other debts
Balance (Required)

Superannuation/Pension

Number of accounts
You (Required)
Your partner
Balance
You (Required)
Your partner
SMSF
You (Required)
Your partner

Personal insurance

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

Employment

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

Expenses

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

General question

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

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