What has change or what needs updating and reviewing?
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Let us know what has changed so we can continue to help you achieve your lifestyle and financial goals.
Refreshing Your Goals
Let us know what is imprtant to you at the moment.
It's our mission to help you achieve what you want in life. With money as the tool, it's about making the most of what you have to help you get there. Here's a few to get you thinking, tick any that might apply.
Other Goals
Any other specific goals that we might not have listed above?
Your Name
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First Name
Last Name
Your Phone
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Your Email Address
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Your Gender
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Partner's Name
First Name
Last Name
Partner's Phone
Partner's Email Address
Partner's Gender
Your Occupation
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Partner's Occupation
Housing Costs
What are you spending on housing?
Regular Living Expenses
How much do you spend regularly on normal expenses (i.e. excluding mortgage / rent)
Regular Savings or Investments
How much do you save on a regular basis?
Cash Flow
Do you have any other comment regarding income and expenses?
Cash & Term Deposits
Please list your accounts and balances
Home
Do you own your own home?
Lifestyle Assets
Please list your significant assets and values, excluding investment & superannuation assets
Personal Debt
Please list your debts, including interest rates and repayment amount and frequency
Investments
Please list your investments
Investment Debt
Do you have any investment debt, including investment property loans?
Your Estate Planning
Partner's Estate Planning
What are your most important financial concerns?
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Why do you think you need help?
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If money wasn't an issue, what would you be doing?
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Last one... In 5 years time, looking back, what would have made our engagement a success?
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Electronic Communication Consent
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We may use a range of means to communicate with you, to receive your instructions, obtain your consent or provide marketing material. Electronic communication is the fastest means of communication available, however means such as digital signatures, email or mobile devices will only be used if you indicate your agreement to communicating in this way. In providing you with financial services, we may need to communicate with you about sensitive information, for example your health status, personal financial information, or report to on your accounts, or provide you a written advice document for your consent.
Privacy Acknowledgment
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As part of the process to provide you with appropriate financial planning advice, Amalgamated Financial Servicesand your Adviser and related entities (Amalgamated’s , we, our or us) undertake a data gathering exercise relevant to the areas of advice you have sought. We may need to contact and disclose information about you to product providers, superannuation fund administrators and investment managers to fully understand your financial situation, investments and policies. This may include verifying your identity in accordance with the Anti-Money Laundering and Counter Terrorism requirements.
Family and relatives consent
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Your relevant personal circumstances may include information regarding your family in order to provide appropriate financial planning advice to you. Where this information is reasonably required from you, we expect and assume that you have their consent to provide this information to us.
Incomplete or inaccurate information
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Financial Services Guide (FSG)
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An FSG or a Financial Services and Credit Guide (FSCG) contains information about the entity providing you with financial advice. It explains the financial service offered, the fees charged and how the person or company providing the service will deal with complaints. It provides you with important information before financial or credit assistance services are provided to you, so you can make an informed decision about using our services.
