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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
Phone
01. Personal Details
Marital Status
Married
Single
Divorced
Children (Name and Age)
Client
Name
*
Client Last Name
Date of Birth
Day
Day
1
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Month
Month
January
February
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April
May
June
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August
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October
November
December
Year
Year
2017
2016
2015
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2012
2011
2010
2009
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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.
