Make an Enquiry

Parkside Financial Group
Suite 6, Mileto House
2-4 Old Castle Hill Road (Opposite David Jones)
Castle Hill NSW 2154 (map)

PO Box 2500
Castle Hill NSW 1765

Phone: (02) 9899 4899
Fax:      (02) 9899 9029

Helpdesk Enquiries: laurap@parksideinvestorplus.com.au or mail@parksideinvestorplus.com.au

General Enquiries Email: mail@parksideinvestorplus.com.au

Content or Editorial Enquiries: mail@parksideinvestorplus.com.au

If you have an enquiry or would like us to contact you, please fill in the form below and one of our Client Services Representatives will be in touch, this preliminary information enables us to assess your current situation and provides a starting point for your first, complementary meeting with one of our Certified Financial  Planners.

	Current Investments:
	junk Please select Shares Managed Fund Property Cash Nil
	Are you considering investing in?
	junk Please select Managed Fund Property Cash Nil
	Your Employment?
	junk Please select Wage Self-Employed DSS Pension Retired Home Duties
	What types of insurance do you have?
	junk Please select Life Income Protection Trauma None
	What is the range of your household income?
	junk Please select <$50,000 $50 - $75,000 $75 - $100,000 >$100,000
	Which of the following describes your age?
	junk Please select <18 18 - 24 25 - 34 35 - 45 46 - 55 55+
	What is the approximate value of your assets, not including the family home?
	junk Please select <$100,000 $100,000 - $250,000 $250,000 - $500,000 >$500,000
	Do you currently have a mortgage?
	Yes No - please Select: junk Please select Home is fully paid Renting
	Do you have a self managed super fund?
	Yes	No
	Are you interested in ensuring that beneficiary is not the tax man?
	Yes	No
	Are you Interested in talking to one of our Financial Advisors?
	Yes	No
First Name:	*
Last Name:	*
Address:	*
City:	*
State:	*
Zip / Postal Code:	*
Phone	*
Email:	*
Comment
Who Referred you to us?	junk Please select FPA Friend ipac Macquarie Other
What was their name?
	Thank you for providing us with this preliminary information