Client Initial Meeting.

Please watch the video below to best guide you on how complete the initial questionnaire, following the instructions in this video will allow for a more thorough consultation and ultimately a better result for you.

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Your Information

Client 1*

First Last

Client 2

First Last

Email*

Email 2

Phone*

Phone 2

Program*

Program 2

Location*

Location 2

Marital Status*

Marital Status 2

Global Wealth Club Client Questionnaire

FOR THE QUESTIONS BELOW PLEASE LIST AS MUCH DETAILS

1. List Your Source(s) of Income – include any employment, business and investment income. Please outline the nature of the Employment / Business, Type of Investment, and income earned.*

2. List Your Current Structures (Companies, Trusts, Foundation, Sole Traders and Partnerships). Include Directors, Shareholders, Trustee, Appointors. Also the Turnover and Net-Profits.*

3. List Your Current Investments, including the Value and any Debt owing. Also what name they are held in (eg. Company, Trust, Your Name, Joint Names, etc.) Include properties, shares, cash, gold, cryptos, jewellery, superannuation, or anything else. Example Property Location: NSW Value: $670,000 Mortgage: $267,000 Owned in: Personal Names*

4. Do you have a SMSF? (If Yes – Name, Value, Type)*

5. Do you hold insurances such as Life insurance, TPD, Trauma, Traditional, Whole of life, Endowment? If Yes, list name of the insured, type of cover, nominated beneficiary and level of cover.*

6. Do you have an existing will and power of attorney? – If Yes, where is the original stored?*

7. List your current Citizenships and Passports (if other than Australian)*

8. Do you have any debt (tax or otherwise) you’re struggling to pay? If yes, list out the debt, the type & amount, whose name it is under, etc.*

9. List Your Top 3 Financial Goals – (e.g. generating another source of income, asset protection, increasing business sales, getting structured properly, etc.)*

10. List Your Top 3 Non-Financial Goals – (e.g. spiritual, philanthropic, health, etc.) – write N/A if this doesn’t apply*

11. Any Other Information You Consider Relevant – write N/A if this doesn’t apply*

Client Initial Meeting.

Your Information

Global Wealth Club Client Questionnaire

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