Client Meeting / Fact Find Notes

Client Name
Adviser/ Admin
Location
Date
Time
FSG Version provided
PRIVACY POLICY & FSG DISCUSSION
REASON FOR MEETING
SHORT, MEDIUM AND LONGTERM GOALS
LIFE, TPD, TRAUMA AND INCOME PROTECTION, BUSINESS EXPENSE DISCUSSION
STEPPED vs LEVEL PREMIUM DISCUSSION:
PREFERRED INSURANCE PREMIUM PAYMENT METHOD:
MEDICAL HISTORY/ DUTY OF DISCLOSURE DISCUSSION
SUPERANNUATION/ RETIREMENT GOALS - TIME LINE HORIZON
VOLITILTY TOLERENCE DISCUSSION - MARKET MOVEMENTS - RISK vs REWARD
PROFESSIONAL SERVICES FEE SCHEDULE DISCUSSION
EXISTING SUPER FUNDS / INSURANCE COVERS TO RESEARCH
ESTATE PLANNING DISCUSSION (IF APPLICABLE)
ACTIONS / FOLLOW UP REQUIRED, BY WHOM AND BY WHEN
OUR CLIENT COMMITMENT DISCUSSION

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