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CLIENT INFORMATION FORM copy


PERSONAL DETAILS
CLIENT 1
CLIENT 2
Title
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Surname
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Given Names
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Street Address
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Suburb
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Suburb
State
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Postcode
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Postcode
Date of Birth
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Home Phone
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Work Phone
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Mobile Phone
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Email Address
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Marital Status
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Type of Employment
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Employer Name
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Position/Occupation
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Date Started
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Taxable Annual Income
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Additional Income
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Family Benefits
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Ages of Dependents
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ASSETS AND LIABILITIES

ASSET VALUEAMOUNT OWINGREPAYMENTFREQUENCYLENDER
Home
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Home contents
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Motor vehicle 1
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Motor vehicle 2
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Other
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Credit card 1 (limit)
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Credit card 2 (limit)
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Credit card 3 (limit)
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Credit card 4 (limit)
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Credit card 5 (limit)
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Store Card
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Personal loans
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Overdraft
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Business loans
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Investment property 1
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Rent $
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Investment property 2
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Rent $
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Investment property 3
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Rent $
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Investment property 4
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Rent $
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Inv. property contents
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Other investments 1
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Other investments 2
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Cash/savings account
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Superannuation
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Child maintenance
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INSURANCECLIENT 1CLIENT 2
Life Insurance
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Income protection
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Would you like further information about Life Insurance or Income Protection?
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PROPERTY DETAILS

Year purchasedPurchase valueLoan typeInterest RateTitle Name/
Percentage
Suburb
Home
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Investment property 1
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Investment property 2
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Investment property 3
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Investment property 4
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BEST CONTACT PERSON

NameNumberBest TimeAM / PM
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CONSULTANTDECLARATION
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ANY KNOWN CREDIT IMPAIRMENTS
e.g. defaults, court actions, bankruptcy
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I declare that the information provided is true and correct to the best of my knowledge
Signature:
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Print Name:
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Date:
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OUR LIVING EXPENSES

ExpenseTypePer WeekPer MonthPer Year
Your houseMaintenance & repairs
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Security
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Swimming pool & spas
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Gardens & fences
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Pest control
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UtilitiesCouncil rates
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Body corporate fees
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Electricity
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Gas
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Landline/internet
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Fax
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Mobile phone 1
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Mobile phone 2
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Internet
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Pay TV
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Water
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Food & groceriesSupermarket
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Convenience items
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Health & medicalDoctor
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Dentist
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Optometrist
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Naturopath
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Therapy services
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Chemist & health shop
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PersonalHaircare, makeup, toiletries
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Dry cleaning
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Clothing & FootwearWork clothing/uniform
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Social clothing
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Sports clothing
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Footwear
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Entertainment & recreation Movies, concerts, theatre
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DVD Purchases
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Takeaway meals
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Dining out
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Pub/nightclubbing
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Cigarettes
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Alcohol
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Hobbies & sports Sport equipment hired
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Subscriptions
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Club membership & fees
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Gym memberships
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EducationSchool and course fees
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School uniforms
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Equipment & books
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Gifts & donations Birthday gifts
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Christmas gifts
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Wedding gifts
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Donations
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Holidays/travel Note: is this a one-off expense? Travel fares & fuel cost
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Hire car & related costs
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Accommodation
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Meals
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Sightseeing
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Insurance Building/house insurance
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Contents insurance
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Private health insurance
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Life insurance
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Income protection
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Car insurance 1
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Car insurance 2
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Existing investments Manage funds/Shares
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Additional superannuation
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Transportation Fuel & oil
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Car maintenance/repairs
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Car registration 1
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Car registration 2
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Drivers license
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Public transport
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Taxi
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Parking fees & tolls
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Caravan
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Motorbike
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Boat
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Children Childcare
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Child support
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Music/dance lessons
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Other
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PetsPet food
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Veterinarian expenses
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Equipment & accessories
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Regular payments Car Loan
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Rent/board
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Mortgage repayments
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Equipment rentals
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Credit and Store cards
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Hire purchase
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Personal bank loan/overdraft
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Personal loan
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Other expenses Appliances & furniture
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Major improvements
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Tools purchased
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Other
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Disclaimer

General Advice Warning:
This material has been prepared for general information purposes only and not as specific advice to any particular person. Any advice contained in this material is General Advice and does not take into account any individual investment objectives, financial situation or needs. Before making an investment decision based on this advice you should consider whether it is appropriate to your particular circumstances. Hypothetical scenarios are based on assumptions and are not guarantee of any outcome in the future. Where the General Advice relates to the acquisition or possible acquisition of a financial product, you should obtain a Product Disclosure Statement (“PDS”) relating to the product and consider the PDS before making any decision about whether to acquire the product.

Advantage First Financial Planning Pty Ltd is a Corporate Authorised Representative (No. 1000091) of IPraxis Pty Ltd (ABN 39 114 365 007), which is the owner of Australian Financial Service License No: 329337.

Other Advice Warning:
Before acting on any of the information presented here, please seek professional financial advice.

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