To complete this questionnaire you will require information on your – assets, liabilities, superannuation, insurance and the names of any trusts, companies or self-management super fund that you have.
Please make sure you have this information handy and have 30 minutes available to complete the questionnaire. Please complete the questionnaire in one sitting and submit it. You are not able to save it and return later.
To protect your privacy the data in this questionnaire is sent directly to the nominated Adviser and is not saved on this system.
Data Security – your data transfer is protected by SSL an encryption process which is typically used to secure credit card transactions, data transfer and logins if you want more information about this security click here – what is SSL
You will not be able to save the data half way through and then resume at a later time.