New Client Form

: Client Information
First Name:
Your DOB:
Partner's Name:
Partners DOB:
Why are you seeking advice? Is there something in particular you would like to have reviewed?:: Please be specific as to what advice/services you are seeking
How Many Dependents Do You Have?:
Your Employment Status:
Occupation:: If not unemployed
Your Annual Income:: AUD
From your primary employment
Partner's Employment Status:
Occuptation:: If not unemployed
Partners Annual Income:: AUD
Leave blank if unemployed
Any Additional Annual Income:: AUD
Do you have any source(s) of additional income?

(Copy): Assets
Assets
: For each of the assets below (that you own), please list the approximate value
Assets
Home:: AUD
Motor Vehicle 1:: AUD
Motor Vehicle 2:: AUD
Total Cash:: AUD
Superannuation 1st Account:: AUD
Superannuation 2nd Account:: AUD
Superannuation 3rd Account:: AUD
Investment Property 1:: AUD
Total value
Investment Property 2:: AUD
Total value
Investment Property 3:: AUD
Total value
Direct Shares:: AUD
Total value
Cryptocurrency:: AUD
Total value
: Liabilities
Home Loan:: AUD
Credit Cards (total):: AUD
Car Loan:: AUD
HELP Loan:: AUD
Investment Property 1:: AUD
Investment Property 2:: AUD
Investment Property 3:: AUD
Personal Loans:: AUD
Other Liabilities:: AUD
: Personal Insurances
Have you ever gone through medical questions or underwriting to obtain any of the below insurances?:: LifeTotal & Permanent DisablityIncome ProtectionTrauma
Please select all that would apply
: Please upload all relevant and necessary files (maximum 10)
File Upload: Please upload any relevant and necessary attachments, you can upload up to 3 attachments

Shaun Parton and Ripple Wealth Pty Ltd ABN 70 633 648 138 t/as Ripple Wealth are Authorised Representatives of Walker Lane, AFS Licence No 509305

The information contained on this website is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.

New Client Form

Client Information

Assets

Liabilities

Personal Insurances

Please upload all relevant and necessary files (maximum 10)

Contact

Get in touch