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* 1. Title

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* 2. Surname

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* 3. First Name

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* 4. Preferred Name

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* 5. Date of Birth

Date

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* 6. Occupation

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* 7. Employer

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* 8. Employment Status

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* 9. Salary/Wage/Net Profit (before tax)

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* 10. Partner Title

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* 11. Partner Surname

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* 12. Partner First Name

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* 13. Partner Preferred Name

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* 14. Partner Date of Birth

Date

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* 15. Partner Employer

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* 16. Partner Occupation

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* 17. Partner Employment Status

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* 18. Partner Salary/Wage/Net Profit (before tax)

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* 19. Marital Status

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* 20. Residential Address

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* 21. Postal Address

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* 22. Combined Estimated Living Expenses (excl. loan commitments)

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* 23. Total Bank Balances including offset accounts

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* 24. Total Home Loans Owing

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* 25. Investment Properties Total Value

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* 26. Investment Loans Owing

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* 27. Combined Super Fund Balances

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* 28. Total Number of Super Funds Combined

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* 29. Super Fund Names

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* 30. Do you have a share portfolio?

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* 31. Have you insured your income?

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* 32. Has your partner insured their income?

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* 33. Are you paying too much tax?

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* 34. Is your partner paying too much tax?

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* 35. Do you salary sacrifice into super?

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* 36. Does your partner salary sacrifice into super?

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* 37. Do you salary package benefits at work?

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* 38. Does your partner salary package benefits at work?

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* 39. Are you happy with your work-life balance?

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* 40. Do you have any interests outside of work that you are passionate about?

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* 41. Do you know how much income you will need in retirement?

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* 42. Are you worried about running out of money in retirement?

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* 43. Are you aware that investing in property can be part of a retirement strategy?

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* 44. Do you understand Centrelink income and assets testing?

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* 45. Have you spoken with a Financial Planner before?

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* 46. How did you fund us?

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* 47. This is the brain dump section - What do you need some help with? What is concerning you? What is on your bucket list? When do you want to retire?

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* 48. How urgent is the appointment?

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