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Occupation | Find Wealth

http://findwealth.com.au/forms/occupation

What You Can Expect. What You Can Expect. With nearly every financial plan it is important to understand your cash flow position. As such, it is vital for us to know what occupation you have and how much you earn. Who is filling in the form? Please choose the field you work in. Administration and Office Support. Advertising, Arts and Media. Banking and Financial Services. Call Centre and Customer Services. CEO and General Management. Community Services and Development. Farming, Animals and Conservation.

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Superannuation | Find Wealth

http://findwealth.com.au/superannuation

What You Can Expect. What You Can Expect. At Find Wealth we provide clients with different super and investment options. We have catered for all client types regardless of whether or not you own an industry fund, retail fund and/or SMSF (the SMSF might hold a retail fund). We believe one of these options will suit you and you will appreciate the real transparent costs we charge. Industry Funds/Retail Funds using Model Portfolios. Time poor – they don’t have the time to manager their own super. At Find We...

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Insurance | Find Wealth

http://findwealth.com.au/insurance

What You Can Expect. What You Can Expect. At Find Wealth we can provide quotes from various insurers:. There are different types of insurance available. Read below for a brief description of each and hit the Explained button for further information. Protect your future – your income. Ideal for anyone working more than 15 hours per week. Held: In or outside of super. Options: Agreed vs Indemnity, Stepped vs Level, Including SGC, Extras. 10 x Salary is only a guide. Ideal for everyone over 18 years. 38 Tra...

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Retirement Planning | Find Wealth

http://findwealth.com.au/retirement-planning

What You Can Expect. What You Can Expect. Everyone agrees that there are mainly three questions pre-retirees have when considering retirement:. 1 Can I afford to retire? Firstly, we must understand what your spending habits will be in retirement. This is usually the biggest consideration pre-retirees must take into account. No one likes to budget however the retirees who enjoy retirement the most our those who have a budget worked out and stick to it. Your budget should include:. We also need to allow fo...

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Current Superannuation | Find Wealth

http://findwealth.com.au/forms/superannuation

What You Can Expect. What You Can Expect. Please take the time to fill in your current superannuation details. Who is filling in the form? How many super funds do you currently have? How many super funds does your Partner currently have? You definitely need to consider consolidating your super 🙂. Client Super Fund 1 (choose from list) *. Some companies have several funds under different names. As such, we have only listed the company name for ease of searching. Bendigo and Adelaide Bank Staff Super.

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Health | Find Wealth

http://findwealth.com.au/forms/health

What You Can Expect. What You Can Expect. Please take a few minutes to answer the below Health Questions prior to your first appointment. Who is filling in the form? Client - How is your current health overall? Partner - How is your current health overall? Client - What is your height? Client - What is your weight? Partner - What is your height? Partner - What is your weight? Client - Do you smoke? Client - Have you smoked in the last 12 montsh? Client - Number of Cigarettes per day? Client - (4) Have yo...

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Lifestyle | Find Wealth

http://findwealth.com.au/forms/lifestyle

What You Can Expect. What You Can Expect. Please provide some information below about what you do when you are not working, when you would like to retire, how many children you have and whether or not you have a Will in place. Details of Person Filling in Form. Who is filling out the form? Client - Please list your interest and hobbies. Partner - Please list your interest and hobbies. Client - What would you like to do if you could do anything? Partner - What would you like to do if you could do anything?

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Forms | Find Wealth

http://findwealth.com.au/forms

What You Can Expect. What You Can Expect. We have designed different online forms for you to fill in depending on what advice you are seeking. You will receive an email indicating which forms are required to be filled in. In most instances you will be required to read the FSG, Privacy Policy and fill in all the forms listed under ‘PRIOR TO A FIRST MEETING’. As part of our process we will ONLY meet with clients when the following has occurred:. You have filled in the online forms as per our request. And o...

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What You Can Expect | Find Wealth

http://findwealth.com.au/what-you-can-expect

What You Can Expect. What You Can Expect. What You Can Expect. In order to ensure our client experience is reliable and that the outcomes are consistent, our advice has been constructed to follow a 6-step process. It is important that we understand what your needs and/or objectives are so that we can build an appropriate strategy and develop a plan, when implemented, will bring you closer to achieving your financial goals. 1300 88 38 30.

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Investments | Find Wealth

http://findwealth.com.au/investments

What You Can Expect. What You Can Expect. At Find Wealth we can provide advice on the following:. 2 Managed Funds – Model Portfolios. 3 Managed Funds – Individual Portfolios. 4 ASX Listed Shares. 5 Gearing – for those who don’t have enough to purchase an investment property but would like to minimise tax. 6 Pre Retirement Planning. 7 Cash flow modeling. The information within is general advice only, prepared without taking into account any of your individual objectives, financial situation or needs.