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Forms

We have designed different online forms for you to fill in depending on what advice you are seeking.

You will receive an email indicating which forms are required to be filled in.  In most instances you will be required to read the FSG, Privacy Policy and fill in all the forms listed under ‘PRIOR TO A FIRST MEETING’.  As part of our process we will ONLY meet with clients when the following has occurred:

  1. You have filled in the online forms as per our request.
  2. You have the appropriate paperwork ready for the meeting that we have requested (if applicable).
  3. You have confirmed the appointment via text.  If we do not receive a confirmation text (or phone call if you don’t have a mobile) we will assume you have forgotten to keep the appointment and therefore we will not turn up or we will cancel the meeting (depending on location).

It is important that all of the above has occurred prior to the meeting.  We would appreciate your help and understand to make sure this happens.  If you are unable to do the above please inform one of our staff who may need to gather this information over the phone with you.

 

Please take the time to read these two documents before proceeding:

PRIOR TO A FIRST MEETING (or if you have not filled them out before) – those clients who have never dealt with Find Wealth / Wealth Insure or who have never filled in these forms before:

UPDATE YOUR DETAILS

Please CLICK HERE and open up the update your details form.

LIFESTYLE QUESTIONS

Please CLICK HERE and open up the Lifestyle form.

OCCUPATION

Please CLICK HERE and open up the Occupation form.

 

HEALTH QUESTIONS

Please CLICK HERE and open up the Health form.

 

ADDITIONAL FORMS – To only be filled out when directed by your financial adviser to do so.

ASSETS & LIABILITIES

Please CLICK HERE and you will open up the Asset & Liability form.

CURRENT INSURANCES

Please CLICK HERE and you will open up the insurance form.

PROOF OF IDENTITY

Please CLICK HERE so you can provide us with proof of your identl

GOALS (the ‘why’ of it all)

Please CLICK HERE to answer the additional questions.

CURRENT SUPER

Please CLICK HERE and you will open up the superannuation form.

REVIEW MEETING FORMS – To only be filled out when directed by your financial adviser to do so.

INSURANCE REVIEW

Please CLICK HERE and open up the update your details form.

INSURANCE – NEW or Changing

Please CLICK HERE to obtain insurance or change current insurance.

RISK PROFILE

Please CLICK HERE to discover what your risk tolerance is.

SPENDING PLANS

Please CLICK HERE to discover what your current cash flow might look like.

NEEDS ANALYSIS

Please CLICK HERE to discover what your current cash flow might look like.