Lifestyle Questionnaire

A Lifestyle Questionnaire is an information fact find used in the financial planning process. Your answers will allow your financial planner to better understand what you need and what your concerns are.

Please complete as much of the Lifestyle Questionnaire as openly and honestly as you can and return it to our office prior to your scheduled appointment. This will allow your financial planner to prepare for your meeting and you can use your time together effectively.

For further information on completing and returning your Lifestyle Questionnaire, please see the fact sheet below.

Please book an appointment using the Book an Appointment link in the left hand menu prior to completing and returning your Lifestyle Questionnaire. If you have any questions, please do not hesitate to contact us on 1800 872 384.