WealthLine - Fact Finder

Step 1: Personal Information

Add Second Client?

Client 1 Details

Title:

First Name:

Middle Name (Optional):

Last Name:

Date of Birth:

Marital Status:

Employment Status:

Occupation:

Employer Name:

Income (p.a. Before Tax):

Height (cm):

Weight (kg):

Email Address:

Mobile Phone:

Home Phone (Optional):

Work Phone (Optional):

Residential Address

Street Address:

Suburb:

State:

Postcode:

Postal Address

Same as Residential Address

Street Address:

Suburb:

State:

Postcode:

Client 1: Estate Planning

Please indicate which documents Client 1 has in place.

I have a valid Will

I have an Enduring Power of Attorney (POA)

I have an Enduring Guardianship

I have an Advanced Care Directive

Dependents

(If you have any dependents or children, please fill out the information below.)

Step 2: Entities

Entity Details

(If you have any entities, such as a company or trust, please fill out the information below. You may need to provide the trust deed/company constitution to us.)

Step 3: Superannuation

Superannuation Funds

(You may also send us a statement or screenshot showing the Portfolio and Insurance (if any) for each superannuation account.)

Step 4: Insurance Policies

Insurance Policies

(If you currently possess an insurance policy please provide the details below and send us a Certificate of Currency.)

Step 5: Property Portfolio

Primary Residence

I currently own my primary residence

Investment Properties

(Please provide details for each of your investment properties.)

Step 6: Personal Financial Assets

Investment Assets

Managed Fund(s)

(Investment Funds, Managed Funds, ETFs etc.)

Direct Share Holdings

(Shares held directly in individual companies.)

Bank Accounts (Excluding Offset Accounts)

Offset Accounts

(If this account offsets a loan, please note the associated loan in the liabilities section.)

Step 7: Personal Non Financial Assets

Vehicles

Car(s)

Boat(s)

Other Assets

(e.g. artwork, vintage car, home contents/furniture, collectibles.)

Step 8: Liabilities

Credit Card(s)

Other Loan(s)

(e.g. Personal Loan, Car Loan, Line of Credit, HECS/HELP Debt, Store Cards etc.)

Step 9: Review & Finalize

Please ensure you have reviewed all your entries from the previous steps. Once you are satisfied, you can finalize.

Important: Clicking "Download PDF" will download a PDF Report of your input and "Submit Fact Finder" will securely submit this to us for processing.

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Fact Finder