Chrysalis Lifestyle Planning
  • Home
  • About Us
    • Welcome to Chrysalis
    • Our Team
    • Client Stories
  • Advice
    • Life Stage: Starting Out
    • Life Stage: 20’s to 30’s
    • Life Stage: 40’s to 50’s
    • Life Stage: Retirees
    • What we do
    • How we do it
  • Tips
    • Financial Health Check
    • FAQs
    • Helpful Links
  • Contact



Fact Finder

Fact Finder

Fact Find

Slider


Start your journey with Chrysalis

Expected time to complete:

15 minutes

"*" indicates required fields

Step 1 of 11 - Basic Details

9%
How many applicants?*
Client 1 Name*
Client 2 Name*

Client 1's Details

Residential Address*
Postal Address
Postal Address*
DD slash MM slash YYYY
Gender*

Employment Details

Please enter a number from 0 to 168.
Do you own a company?*
Are you employed by this company?*
Do you have a Business, Family Trust and/or Self Managed Super Fund?*
If so, please bring ATO rego documents
Do you have accrued Long Service, Annual and Sick Leave?*

Professional Services

Do you have an Accountant?*
Do you have an Mortgage broker?*
Do you have a Lawyer?*

Client 1 Details

Residential Address
Address*
Postal Address
Postal Address*
DD slash MM slash YYYY
Gender*

Employment Details

Please enter a number from 0 to 168.
Do you own a company?*
Are you employed by this company?*
Do you have a Business, Family Trust and/or Self Managed Super Fund?*
If so, please bring ATO rego documents
Do you have accrued Long Service, Annual and Sick Leave?*

Professional Services

Do you have an Accountant?*
Same Accountant
Do you have an Mortgage broker?*
Same Broker
Do you have a Lawyer?*
Same Lawyer

Your Children

Do you have any children?*
Name Date of Birth Gender Actions
     
There are no Children.

Maximum number of children reached.

Status of your relationship with your children?*
Do you have any children from a previous relationship?*
Please enter a number greater than or equal to 0.

Client 1's Current Situation

Do you consider yourself good with money?*
Are you an Australian Citizen/Permanent Resident?*
Are you a citizen of another country?*
Will you change jobs soon?*
Have you sold investments in the current or previous financial year?*
Has your mortgage been reviewed in the past 2 years*
Do you want a strategic mortgage broker to review & ensure your loan is the best rate & structure for you?*
Are your personal & company tax returns up to date?*

Client 2's Current Situation

Do you consider yourself good with money?*
Are you an Australian Citizen/Permanent Resident?*
Are you a citizen of another country?*
Will you change jobs soon?*
Have you sold investments in the current or previous financial year?*
Has your mortgage been reviewed in the past 2 years*
Do you want a strategic mortgage broker to review & ensure your loan is the best rate & structure for you?*
Are your personal & company tax returns up to date?*

Client 1's Estate Planning

Do you have a current will?*
Did an appropriately qualified professional (ie. solicitor/lawyer) draft your Will?*
Do you know the location of your will and have you told your executor/s?*
Have you chosen a legal guardian for your children?*
Do you have a testamentary trust in your will?*
Do you have a current Power of Attorney?*
Do you have an Enduring Guardian?*
Do you have a current nominated beneficiary on your superannuation/pension?*

Client 1's Insurance

Current Doctor's Name
Doctor’s Address or Name of Medical Centre (if you attend a Medical Centre) and Address
Do you have Private Health Insurance?
Do you have any life insurance?
Type
In the last 12 months have you smoked?
(Tobacco/Vape/Other)
Are you currently taking regular medication?
Have you recently seen or about to see a medical consultant (including Physio, Chiro, Osteo, Podiatrist or counsellor)?
Have you ever had a major illness such as; cancer, stroke, heart disease, diabetes, etc?
Have any members of your immediate family (parents and siblings) had a major illness such as; cancer, stroke, heart disease, diabetes, etc?
Are there any other health related issues that we should be aware of?

Client 1's Superannuation

Do you have Super Fund Choice*
Have you made a personal contribution to super this financial year or the last 2 financial years (in addition to employer contributions)?*
Do you have any overseas investments/super funds?*
Since turning age 60 have you left an employment arrangement?*
DD slash MM slash YYYY

Client 2's Estate Planning

Do you have a current will?*
Did an appropriately qualified professional (ie. solicitor/lawyer) draft your Will?*
Do you know the location of your will and have you told your executor/s?*
Have you chosen a legal guardian for your children?*
Do you have a testamentary trust in your will?*
Do you have a current Power of Attorney?*
Do you have an Enduring Guardian?*
Do you have a current nominated beneficiary on your superannuation/pension?*

Client 2's Insurance

Current Doctor's Name*
Doctor’s Address or Name of Medical Centre (if you attend a Medical Centre) and Address
Do you have Private Health Insurance?
Do you have any life insurance?
Type
In the last 12 months have you smoked?
(Tobacco/Vape/Other)
Are you currently taking regular medication?
Have you recently seen or about to see a medical consultant (including Physio, Chiro, Osteo, Podiatrist or counsellor)?
Have you ever had a major illness such as; cancer, stroke, heart disease, diabetes, etc?
Have any members of your immediate family (parents and siblings) had a major illness such as; cancer, stroke, heart disease, diabetes, etc?
Are there any other health related issues that we should be aware of?

Client 2's Superannuation

Do you have Super Fund Choice*
Have you made a personal contribution to super this financial year or the last 2 financial years (in addition to employer contributions)?*
Do you have any overseas investments/super funds?*
Since turning age 60 have you left an employment arrangement?*
DD slash MM slash YYYY

Your Goals & Objectives

Goal Estimated Funds Required Comments Actions
     
There are no Goals.

Maximum number of goals reached.

How important is it to you and your family, to get yourselves organised to put yourselves on a secure path for your future?
Which areas would you like to review to ensure you are well placed for your future?

In regards to your Super/Pension

Do you want:

In regards to your Insurance

Do you want:

Other

Do you want:
What is important to you?*

Your Investment Experience & Comfort Level

What degree of risk have you taken with your financial decisions in the past?*
Which of the following best describes your current stage of life?*
What is the primary reason you are investing your funds?*
How secure is your current and future income from your existing salary, pensions or other investments?*
Which of the following best describes your understanding of investment markets?*
When considering your investments and making investment decisions, do you think about the impact of possible losses or possible gains?*
In order to earn a return above the level of bank interest rates you may need to hold investments that go up and down in value (i.e. more volatile investments). How important is it to you to protect your investment and minimise the prospect of ANY fall in the value?*
What rate of investment return do you reasonably expect to achieve?*
How long are you looking at investing your savings before you think you would need to access it?*
(This question assumes you already have plans in place to meet short-term cashflow and/or emergencies.)
Assume you had an initial investment portfolio worth $100,000. If, due to market conditions, your portfolio fell to $75,000, would you:*
(If your portfolio has experienced a drop like this, choose the answer that corresponds to your actual behaviour.)
When investing your money, investment returns and investment risks usually go together. For example, investments that produce above average returns will usually involve above average risk. How much of the money that you're considering for investment would you be willing to place in investments where both investment returns and risks are expected to be above average (e.g. invested in shares)?*
How often would you be prepared to tolerate a negative return to receive progressively higher returns?*
{all_fields:nohidden}
DD slash MM slash YYYY


Create the life you want

Chrysalis Lifestyle Planning Pty Ltd
Suite 301, 7 Oaks Avenue
Dee Why NSW 2099
T (02) 9972 2633
E info@chrysalislp.com.au

Complaints Policy  • Privacy Policy  •   Disclaimer  •   AFSL 318597  •   ABN: 22 127 418 982
The information contained within this website does not consider your personal circumstances and is of a general nature only. You should not act on it without first obtaining professional financial advice specific to your circumstances. This website holds information for Australian residents only. ©2019 Chrysalis Lifestyle Planning Pty Limited. Website design and videos Strategic Minds Communications
Newsletter