Email
Marital Status
Select...
Married
Single
Defacto
Dependant Family Members
Employment Status
Select...
Full Time Employee
Part Time Employee
Casual
Self Employed
Contractor
Retired
Home Duties
UnEmployed
Occupation
Employers Name
Approx Current Income
Current Assets
Current Liabilities
Do you have any insurance outside of super
Do they invest outside of super?
How familiar are you with investments in the share market?
Select...
Very little understanding
Not Very Familiar
Have enough experience and have purchased previously
Understand the share market enough to make regular trades, but still require advice
Experienced with all facets of share investing and understand the various factors including tax benefits, whcih may influence performance
How familiar are you with investment in the property market?
Select...
Very little understanding
Not very familiar
Have previously purchased or currently own an investment property
Have previously purchased an investment property but still require advice
Experienced with all facets of property investing and understand the various factors including tax benefits which may influence performance
What bests describes your attitude towards risk
Select...
I prefer less risk so my value does not fluctuate as much
I'm ok with some risk, but happy for lower returns to have less fluctuations in my investments
I am happy with some fluctuations to gain higher returns but would like some protection to protect against falls
I prefer high risk to gain a higher reward