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New Client Profile Form

Confidential Financial Analysis

About You

Client 1 (you)

Smoker

Client 2 (spouse/partner)

Smoker

Overview of consultation objectives and your financial lifestyle goals

Do you have any issues to consider
listed above

Income Details

Current Income:

Current income, expenses and details on any changes.

Client 1

Changes to Assets current or proposed?
Liabilities

Client 2

Changes to Assets current or proposed?
Liabilities

Non Super Assets

Please list your current non super assets.

If jointly owned, divide figure between client 1 and client 2

Client 1

Client 2

Liabilities

Please list your current liabilities.

Loan 1

(e.g. home mortgage, car, credit card)
(client 1, client 2, joint)
(line of credit/principal & interest/interest only)
(fortnight/monthly/yearly)
(if known)

Loan 2

(e.g. home mortgage, car, credit card)
(client 1, client 2, joint)
(line of credit/principal & interest/interest only)
(fortnight/monthly/yearly)
(if known)

Loan 3

(e.g. home mortgage, car, credit card)
(client 1, client 2, joint)
(line of credit/principal & interest/interest only)
(fortnight/monthly/yearly)
(if known)

Loan 4

(e.g. home mortgage, car, credit card)
(client 1, client 2, joint)
(line of credit/principal & interest/interest only)
(fortnight/monthly/yearly)
(if known)

Insurances

Insurance 1

(client 1, client 2, joint)
(e.g. life, trauma, income protection)
(yearly, half-yearly, quarterly or monthly)

Insurance 2

(client 1, client 2, joint)
(e.g. life, trauma, income protection)
(yearly, half-yearly, quarterly or monthly)

Insurance 3

(client 1, client 2, joint)
(e.g. life, trauma, income protection)
(yearly, half-yearly, quarterly or monthly)

Insurance 4

(client 1, client 2, joint)
(e.g. life, trauma, income protection)
(yearly, half-yearly, quarterly or monthly)

Superannuation

Please list your 
superannuation 
details.

Super 1

Super 2

Super 3

Super 4

Client 1

Do you have a Will?
(or last reviewed)
Do you have a Power of Attorney?

Client 2

Do you have a Will?
(or last reviewed)
Do you have a Power of Attorney?

Goals & Objectives

Goals & Objectives - Retirement

Client 1

If you couldn’t retire at your target age with your desired level of income would you be willing to accept a lower level of income?
Would you be willing to retire at a later age if it meant increasing the probability of having your desired level of income?
Would you be prepared to access the equity in your home to fund your retirement?

Client 2

If you couldn’t retire at your target age with your desired level of income would you be willing to accept a lower level of income?
Would you be willing to retire at a later age if it meant increasing the probability of having your desired level of income?
Would you be prepared to access the equity in your home to fund your retirement?

Savings Capacity

Client 1

Client 2

Please fill out the following form and a member of Frontier will contact you in the near future

Frontier Financial Group, Head Office
Level 4 420 Collins St
Melbourne, VIC 3000

Frontier Financial Group - Bairnsdale
By Appointment only

Our Achievements

Platinum Award Winner 2018

Platinum Award Winner 2019

Paraplanners Of The Year 2018

Insurance
Practice Of
The Year 2018

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