Starman Financial Services and Financial Planners

Accountants and Financial Planners

Financial Planning

Financial Planning Questionnaire

If you wish to provide us with some background information prior to your FREE initial consultation please complete the following questionnaire.

This is optional but may save time and allow us to be better prepared for our initial meeting.

Name(s)

Age(s)

Contact Phone Number

Email Address

What is the ideal time you would like an appointment (our financial planner is in attendance from 9am to 5 pm Monday to Friday, however after hours appointments can be made by special arrangement. Please call to make an after hours appointment.).

Time

Date

What are your main reasons for seeking advice:

	Budgeting, saving, investing and general wealth creation strategies.
	Housing finance advice and getting to own your own home sooner.
	Maximising the tax savings to be had through salary packaging strategies.
	Protecting you and /or your family from unforeseen financial disasters.
	Advice on leasing and financing of vehicles or equipment
	Advice regarding redundancy, rollovers and investment of redundancy payments.
	Getting on the right track for a comfortable retirement.
	Saving tax on your retirement income and/or maximising your Centrelink age pension entitlements.
	An overall review of your financial situation (Financial Health Check).
	Other (give details below)

We will contact you shortly to arrange a mutually suitable time.

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