Gold Tree Wealth Advisory | Preliminary Advice Questionnaire
Thank you for choosing Gold Tree Wealth Advisory. To make sure you get the best value out of your first appointment we ask that you complete this preliminary advice questionnaire.

PRIOR TO COMPLETING THIS QUESTIONNAIRE, PLEASE READ OUR FINANCIAL SERVICES GUIDE, AVAILABLE FOR DOWNLOAD ON OUR WEBSITE OR EMAIL US TO GET A COPY.

Contact us via contact@goldtreewealth.com.au or 0433 900 088

© 2020 Gold Tree Wealth Advisory Pty Ltd | All rights reserved | www.goldtreewealth.com.au | Gold Tree Wealth Advisory Pty Ltd is a Corporate Authorised Representative (No. 1242101) of Lifespan Financial Planning Pty Ltd (AFSL no. 229892) | Nathisha Paramasivam is an Authorised Representative (AR No. 438124) | ABN 42612355030
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FULL NAME | (YOU AND YOUR PARTNER) *
BEST CONTACT NUMBER *
E-MAIL | (YOU AND YOUR PARTNER) *
DOB | (YOU AND YOUR PARTNER) *
OCCUPATION | (YOU AND YOUR PARTNER) *
HOW MANY CHILDREN DO YOU HAVE? *
INDIVIDUAL INCOME | (YOU AND YOUR PARTNER) *
HOW MANY DEPENDENTS DO YOU HAVE? *
AGE OF DEPENDENTS *
SUPERANNUATION FUND NAME | (YOU AND YOUR PARTNER) *
SUPERANNUATION FUND VALUE - PLEASE LIST INDIVIDUALLY | (YOU AND YOUR PARTNER) *
WHAT IS THE VALUE OF YOUR ASSETS? PLEASE LIST INDIVIDUALLY | (YOU AND YOUR PARTNER) *
CURRENT SAVINGS | SHARES | PROPERTY - PLEASE LIST INDIVIDUALLY (YOU AND YOUR PARTNER) *
DO YOU HAVE ANY DEBTS? PLEASE LIST INDIVIDUALLY (YOU AND YOUR PARTNER) *
DO YOU HAVE ANY OWINGS / DEBTS? PLEASE LIST INDIVIDUALLY (YOU AND YOUR PARTNER) | FOR EXAMPLE: LOANS, CAR LOANS, PERSONAL LOANS, MORTGAGE, CREDIT CARD, *
DO YOU HAVE ANY PERSONAL INSURANCES IN PLACE? (YOU AND YOUR PARTNER) | FOR EXAMPLE: LIFE INSURANCE, INCOME PROTECTION *
HOW MUCH DO YOU THINK YOU SAVE A MONTH? | PLEASE LIST INDIVIDUALLY (YOU AND YOUR PARTNER) *
WHAT ARE YOUR FUTURE FINANCIAL GOALS AND OBJECTIVES? | (YOU AND YOUR PARTNER)
IS THERE ANYTHING ELSE YOU WOULD LIKE THE ADVISER TO KNOW PRIOR TO YOUR APPOINTMENT?
HOW DID YOU HEAR ABOUT US? *
PRIORITY *
VERY LOW
VERY HIGH
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