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Client Questionnaire

Step 1 of 7 - Client Details

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  • Client

  • DD slash MM slash YYYY
  • Partner

  • DD slash MM slash YYYY
  • Contact Details

  • (if differs from Residential Address)
  • Children

  • NameAge 
  • Employment Details (client)

  • Employment Details (partner)

  • Other Details (client)

  • Other Details (partner)

  • Assets

  • DescriptionValue ($) 
  • Liabilities

  • (Please add details of any loans, credit card debt or other debts in the sections below)
    DescriptionAmount ($) 
  • Superannuation & Superannuation Pensions

  • Super fund / Pension fundEstimated Balance ($)Owner 
  • Personal Insurance Details

  • Insert Type (Life, TPD, Trauma, Income Protection), Sum Insured and Insurer
    TypeSum Insured ($)Insurer 
  • Financial Concerns

  • eg. Debt, job security, providing for family, will I have enough to retire?
  • Final Questions (client)

    The following Four (4) questions ask you to rank your response on a scale whereby 1 is very low and 10 is very high;
  • Final Questions (partner)

    The following Four (4) questions ask you to rank your response on a scale whereby 1 is very low and 10 is very high;

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Eight Financial Services Pty Ltd (ABN 25 114 328 942) and Plexus Wealth Pty Ltd (ABN 58 108 336 705) are trading as Resolution Wealth Partners and are authorised representatives of Insight Investment Services (ABN 22 122 230 835, AFSL 309 996). Resolution Wealth would like to use cookies to store information on your computer to improve our website and to enable us to advertise to you those products and services which we believe may be of interest to you. To find out more about interest-based advertising or about the cookies we use and how to delete them, please visit YourAdChoices. By using our website, you are agreeing to cookies being used in line with our Cookie Policy.