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Client Overview
Strategic Financial Group Australia
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Client Overview
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Personal Details
Employment Details
Financial Assets
Liabilities
Wealth Protection
Submit
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01. Personal Details
Marital Status
Married
Single
Divorced
Children (Name and Age)
Client
Name
*
Client Last Name
Date of Birth
Day
Day
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
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23
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25
26
27
28
29
30
31
Month
Month
January
February
March
April
May
June
July
August
September
October
November
December
Year
Year
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
2006
2005
2004
2003
2002
2001
2000
1999
1998
1997
1996
1995
1994
1993
1992
1991
1990
1989
1988
1987
1986
1985
1984
1983
1982
1981
1980
1979
1978
1977
1976
1975
1974
1973
1972
1971
1970
1969
1968
1967
1966
1965
1964
1963
1962
1961
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1958
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1955
1954
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1952
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1948
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1946
1945
1944
1943
1942
1941
1940
1939
1938
1937
1936
1935
1934
1933
1932
1931
1930
1929
1928
1927
1926
1925
1924
1923
1922
1921
1920
1919
1918
1917
1916
1915
1914
1913
1912
1911
1910
1909
1908
1907
1906
1905
1904
1903
1902
1901
1900
Address
*
City
State
Postcode
Contact Details
*
Email
02. Employment Details
Client
Salary
Occupation
Business Name
Hours
Full time
Part time
Casual
Partner
Salary
Occupation
Business Name
Hours
Full time
Part time
Casual
03. Financial Assets
Asset 1
Principle Residence
Investment Property
Shares
Superannuation
Cash
Fixed Interest
Other
Value
Owner
Client
Partner
Joint
Asset 2
Principle Residence
Investment Property
Shares
Superannuation
Cash
Fixed Interest
Other
Value
Owner
Client
Partner
Joint
Asset 3
Principle Residence
Investment Property
Shares
Superannuation
Cash
Fixed Interest
Other
Value
Owner
Client
Partner
Joint
Asset 4
Principle Residence
Investment Property
Shares
Superannuation
Cash
Fixed Interest
Other
Value
Owner
Client
Partner
Joint
Asset 5
Principle Residence
Investment Property
Shares
Superannuation
Cash
Fixed Interest
Other
Value
Owner
Client
Partner
Joint
Asset 6
Principle Residence
Investment Property
Shares
Superannuation
Cash
Fixed Interest
Other
Value
Owner
Client
Partner
Joint
Asset 7
Principle Residence
Investment Property
Shares
Superannuation
Cash
Fixed Interest
Other
Value
Owner
Client
Partner
Joint
Asset 8
Principle Residence
Investment Property
Shares
Superannuation
Cash
Fixed Interest
Other
Value
Owner
Client
Partner
Joint
04. Liabilities
Liability 1
Home Loan
Investment Loan
Personal Loan
Credit Card
Loan Type
Principal and Interest
Interest Only
Interest Rate
Amount Owning
Min. Monthly Repayments
Liability 2
Home Loan
Investment Loan
Personal Loan
Credit Card
Loan Type
Principal and Interest
Interest Only
Interest Rate
Amount Owning
Min. Monthly Repayments
Liability 3
Home Loan
Investment Loan
Personal Loan
Credit Card
Loan Type
Principal and Interest
Interest Only
Interest Rate
Amount Owning
Min. Monthly Repayments
Liability 4
Home Loan
Investment Loan
Personal Loan
Credit Card
Loan Type
Principal and Interest
Interest Only
Interest Rate
Amount Owning
Min. Monthly Repayments
Liability 5
Home Loan
Investment Loan
Personal Loan
Credit Card
Loan Type
Principal and Interest
Interest Only
Interest Rate
Amount Owning
Min. Monthly Repayments
Liability 6
Home Loan
Investment Loan
Personal Loan
Credit Card
Loan Type
Principal and Interest
Interest Only
Interest Rate
Amount Owning
Min. Monthly Repayments
Liability 7
Home Loan
Investment Loan
Personal Loan
Credit Card
Loan Type
Principal and Interest
Interest Only
Interest Rate
Amount Owning
Min. Monthly Repayments
Liability 8
Home Loan
Investment Loan
Personal Loan
Credit Card
Loan Type
Principal and Interest
Interest Only
Interest Rate
Amount Owning
Min. Monthly Repayments
05. Wealth Protection
Insurance 1
Life
Total and Permanent Disability (TPD)
Trauma
Income Protection
Provider
Owner
Client
Partner
Cover Amount
Premium
Insurance 2
Life
Total and Permanent Disability (TPD)
Trauma
Income Protection
Provider
Owner
Client
Partner
Cover Amount
Premium
Insurance 3
Life
Total and Permanent Disability (TPD)
Trauma
Income Protection
Provider
Owner
Client
Partner
Cover Amount
Premium
Insurance 4
Life
Total and Permanent Disability (TPD)
Trauma
Income Protection
Provider
Owner
Client
Partner
Cover Amount
Premium
Insurance 5
Life
Total and Permanent Disability (TPD)
Trauma
Income Protection
Provider
Owner
Client
Partner
Cover Amount
Premium
06. Submit
How did you hear about us?
Disclaimer
Yes
We acknowledge and consent to the use, storage and disclosure (where legally required) of our personal information in accordance with the Capstone Financial Planning Pty Ltd Information Handling Policy. We also consent to correspond and provide information electronically to you. Our nominated email is listed in the following questionnaire.
