Data Collection Form

Kindly complete the data collection form below to help us prepare for our upcoming meeting. Once we receive your information, a member of our team will be in touch. Thank you!

Address

Street Address *

Suburb *

State *

Country

Postal code *

Financial and Lifestyle Goals

For example: to pay off home mortgage within 5 years, save a deposit for first home, upgrade existing car within 12 months, assist 2 kids with their tertiary education costs, explore genuine crypto investment opportunities, within 3 years have saved up for our 4-week European holiday for our family of 5 ($25K), started the renovation of our bathroom ($11K), be self-funded retirees by age 60, allocate $15K for each of our children’s weddings.

Goals & Objectives 1 Year

Goals & Objectives 2 to 3 Years

Goals & Objectives 5 years and beyond

Partner Details

Dependents

Private Vehicle's

Your Private Motor Vehicle's *

No Vehicle (Go to Next Section)

1 Vehicle

2 Vehicles

3 Vehicles

Is finance attached to any private vehicles

Yes Finance

No Finance

Do you already have a Novated Lease

Yes I do

No I dont

More Info

Home Status

Weekly Rent or Lodgings

Investment Property's

Share Portfolios

Superannuation

Do you have Superannuation *

Yes

No

Unsure

Does your partner have Superannuation

Yes

No

Unsure

Superannuation Documents (Recommended for Prompt Submission)

Super Statements Upload

Upload up to 3 x statements

Please ensure these are your latest documents

Partner Super Statements

Upload up to 3 x statments

Please ensure these are your latest documents

Insurance Policies

Cash at Bank

Discretionary Income

Amount $$ left after paying necessary expenses

Digital Investments

What level of security do you use for your digital assets?

Licensed Custody

Self Custody

Platform Custody

If you selected "SELF CUSTODY" please answer question below

Would you consider a more secure option?

Yes

No

Tell me more

N/A

Crypto Assets Value

Other Significant Assets

If you have any other assets of value, please list below.
For example: vintage car, rare painting, collectables.

Please list asset and approximate value

Wills / Estate Planning

Any Other Comments?

Any Comments

Bridging the Gap

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Friend or Colleague Name

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