Personal Lifestyle Profile By completing these questions and providing us with such necessary information, we will be able to prepare provide as much value to you during your first and complementary meeting with us.  Please take some time to complete this questionnaire and submit to Parkside InvestorPlus.  Once we have reviewed the information, we will be in touch with you to confirm your initial appointment.  Of course, the information you provide is, and remains, absolutely confidential and will not be used for any purpose other than to assist you with financial planning and lifestyle strategies.  Once you have keyed in your answers, simply click on the "Send to Parkside Now" button at the bottom of this page.
	Title: junk Mr Mrs Ms Miss Dr Fr Prof.			Title: junk Mr Mrs Ms Miss Dr Fr Prof.
	Full Given Names:			Full Given Names
	Surname			Surname
	Date of Birth:			Date of Birth:
	Contact Details: You			Your Partner
	Residential Address:			Residential Address (if Different)
	Home Phone			Home Phone
	Work Phone			Work Phone
	Mobile			Mobile
	Email:			Email:
	Proof of Identity:	You (Required by law)		Your Partner
	Passport Number			Passport Number
	Country of issue			Country of issue
	Driver's Licence Number			Driver's Licence Number
	Tax File Number			Tax File Number
	How Did you hear about us? junk Web Browser Financial Planning Assoc. of Australi Friend or relative Telephone Book Accountant Solicitor Other
	General Questions
	How did you hear about us?
	Have you worked with a financial planner before? If so, why have you approached us?
	What do you think we can do for you
	How important is religion to you?			Very important	Somewhat Important	Not  important	Impartial
	How important are pets to you?			Very important	Somewhat Important	Not  important	Impartial
	What are your hobbies and pastimes?
	Financial Goals:	You		Financial Goals:  Your Partner
	List your top 3 Financial goals:			List your top 3 Financial Goals (If different)
	List your top 3 Lifestyle Goals			List your top 3 Lifestyle Goals (If different)
	Asset Value:	You		Your Partner			Joint
	Home:	$		$			$
	Cash Savings:	$		$			$
	Investment Property/Shares:	$		$			$
	Managed Funds:	$		$			$
	Unit Trusts:	$		$			$
		$		$			$
		$		$			$
		$		$			$
	Business Shares/Assets:	$		$			$
	Other:	$		$			$
	Total Assets:	$		$			$
	Liabilities:	You		Your Partner			Joint
	Home Loan:	$		$			$
	Car Loan:	$		$			$
	Credit Card Debt:	$		$			$
	Investment Property/Loans:	$		$			$
	Other	$		$			$
	Total Liabilities:	$		$			$
	Inheritances:	You		Your Partner
	Actual:	$		$
	Pending:	$		$
	Annual Income:	You		Your Partner
	Salary:	$		$
	Car:	$		$
	Superannuation:	$		$
	Dividend Income:	$		$
	Rental Income:	$		$
	Interest Earned:	$		$
	Annual bonus:	$		$
	Other Income:	$		$
	Total Annual Income:	$		$
	Annual Expenses:	You		Your Partner
	Loan repayments:	$		$
	Groceries/Shopping:	$		$
	Education Expenses:	$		$
	Transport/Travel:	$		$
	Health:	$		$
	Recreation:	$		$
	Total Annual Expenses:	$		$
	Insurance	You		Your Partner
	Are you a smoker?	Yes                             No		Yes                             No
	Do you have any health issues that might affect future insurance premiums or coverage?	Yes                             No		Yes                             No
	Life Insurance	$		$
	Trauma Insurance	$		$
	Income Protection	$		$
	Health Insurance	Yes                             No		Yes                             No
	Estate Planning	You		Your Partner
	Do you have a current Will?	Yes                             No		Yes                             No
	When was it last updated?
	Do you have Enduring Guardianship?	Yes                             No		Yes                             No
	Do you have Enduring Power of Attorney?	Yes                             No		Yes                             No

	What Affects You Below is a list of items that may impact on your lifestyle.  Please tick those which you feel are the most important issues facing you at the moment.
	Issue
	Do you have general concerns about your current lifestyle and or ability to take it into and beyond retirement?	Yes	No
	Are any of these important to you - raising, educating or providing for children?	Yes	No
	Are you concerned about a lack of holiday and/or leisure time?	Yes	No
	Do you like to regularly maintain and upgrade motor vehicles, personal property or residential property	Yes	No
	Do you have all documents in place to ensure your beneficiaries are protected and your assets safe from taxation or abuse after your passing	Yes	No
	Can your business and family  continue to enjoy their lifestyle in the event of your injury or death?	Yes	No
	Superannuation issues	Yes	No
	Inability to save	Yes	No
	Possibility of becoming redundant or retrenched	Yes	No
	Increasing your wealth via accumulation	Yes	No
	An interest in a philanthropic legacy, scholarship establishment or charitable funding	Yes	No
	A need to ensure an exit or succession plan for your business	Yes	No
	Management of Debt including Personal Loans, Credit Card Debt and Mortgage management	Yes	No

Thank you for taking the time to complete this questionnaire.