SMART Meeting Confirmation

Thanks for booking your SMART appointment with us.

For your appointment, please bring the following:

Latest payslip(s).
A snapshot of your bank accounts, investments, and loans. An overall position statement or screenshot is sufficient.
Statements from any superannuation funds or life insurance policies you have.
Photo ID.

If you have any questions or would like any assistance prior to your appointment, please don’t hesitate to call or email.

In order to make the most of our time together, we ask that you complete this short questionnaire. It should take about three minutes.

Pre-review Questionnaire

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We'll ask a few basic questions to confirm your identity before continuing.

First name*

Last name*

Email*

Please confirm your acceptance of our Privacy Policy and Financial Services Guide.*

I agree to the privacy policy

Since we last provided you advice there may have been changes in how we handle your information or protect your data, and this would be reflected in our privacy policy. There may also have been changes to our Financial Services Guide.

You can access both of these important documents here.

Do you have a partner?

Yes

Please indicate if you have changed any of the following

Phone number

Residential address

Postal address

What is your new phone number?

Please indicate if your partner has changed any of the following

Phone number

Email address

Residential address

Postal address

What is your partners new email address?

What is your partner's new phone number?

What is your new residential address?

Street Address City State / Province / Region ZIP / Postal Code Country

Is your new postal address the same as your new residential address?

Yes

What is your new postal address?

Street Address City State / Province / Region ZIP / Postal Code Country

What is your partners new residential address?

Street Address City State / Province / Region ZIP / Postal Code Country

Is this the same as their new postal address?

Yes

What is your partner's new postal address?

Street Address City State / Province / Region ZIP / Postal Code Country

Thanks for updating us. Next up we're checking for changes to your situation that might impact our advice or support.

Since we last met, have any of the following happened to you?

Had an accident or been diagnosed with a serious illness?

Started smoking?

Quit smoking?

Had a change at work (pay rise/drop, promotion/demotion, change of job, redundancy)?

Any significant changes in your income or your expenses?

Opened any new financial accounts or policies we might not be aware of?

Purchased or sold any property?

Purchased or sold a car, boat, or other vehicle?

Received any big lumps of money that was unplanned?

Had some big unplanned expenses?

Travelled overseas?

Any births or deaths in your family?

Any other major changes with a close family member?

Changes to marital status? (Please don’t be offended, we have to check!)

Anything other significant changes?

Since we last met, have any of the following happened to your partner?

Had an accident or been diagnosed with a serious illness?

Started smoking?

Quit smoking?

Had a change at work (pay rise/drop, promotion/demotion, change of job, redundancy)?

Any significant changes in your income or your expenses?

Opened any new financial accounts or policies we might not be aware of?

Purchased or sold any property?

Purchased or sold a car, boat, or other vehicle?

Received any big lumps of money that was unplanned?

Had some big unplanned expenses?

Travelled overseas?

Any births or deaths in your family?

Any other major changes with a close family member?

Changes to marital status? (Please don’t be offended, we have to check!)

Anything other significant changes?

If there's any more detail you'd like to add regarding events since we last met, please do so.

Now looking forward, is there a realistic chance of any of the following changing over the next twelve months for you?

A change to your employment situation?

A significant change in your income or your expenses?

Purchasing or selling of property?

Purchasing or selling a car, boat, or other vehicle?

Lump sums of money coming your way?

Big expenses to hit?

Overseas travel?

Changes to marital status?

You or your partner being or becoming pregnant?

Any foreseeable major changes with a close family member?

Any other possible significant change to your circumstances?

Is there a realistic chance of any of the following changing over the next twelve months for your partner?

A change to your employment situation?

A significant change in your income or your expenses?

Purchasing or selling of property?

Purchasing or selling a car, boat, or other vehicle?

Lump sums of money coming your way?

Big expenses to hit?

Overseas travel?

Changes to marital status?

You or your partner being or becoming pregnant?

Any foreseeable major changes with a close family member?

Any other possible significant change to your circumstances?

We're almost done. Just a few questions to check on how you are feeling.

How do you feel about the way your portfolio is invested?

It is far too aggressive for me

It is too aggressive for me

It is slightly more aggressive than I would like

It is a good fit for me

It is slightly more conservative than I would like

It is too conservative for me

It is far too conservative for me

Other

How often do you check your portfolio balance(s)?

I haven't since our last meeting

Once or twice a year

Every 3-4 months

Every 1-2 months

More than once a month

More than once a week

That's pretty regular. What motivates you to check your portfolio? How do you feel when you check your balance?

Please detail any concerns with your financial products, our advice, or anything else we might be able to help with?

Anything else you would like us to know?

We're keen to know what's going on in your world. So, please tell us as much (or as little) as you like about what's going on in your life and what your challenges are. If there are ways you think we may be able to help, or anything else that we might like to know, please include it here.

SMART Meeting Confirmation

Thanks for booking your SMART appointment with us.

Pre-review Questionnaire

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