• HOME
• OUR DIFFERENCE
  • Philosophy
  • Integrated Solution
  • Process
• CLIENTS
  • A Select Group
  • How to become a client
  • Events
  • Resources
  • Newsletter Subscription
• SERVICES
  • Advisory
  • Compliance
  • Finance
  • Wealth
• TEAM
  • Client Directors
  •   - Brett Kelly
  •   - Rex Hoeben
  •   - Craig Bullock
  •   - Ray Rypma
  •   - Ada Poon
  •   - David Simmons
• ABOUT US
• CONTACTS
• CAREERS

New Client - Fact Find (Personal)

For a printable version, download the New Client Personal form [PDF]

 

Name
Date of Interview
Advisor
Mobile Phone
Source

Introduction

The Kelly + Partners service offering integrates compliance, advisory and other related advices to individuals and their business’.

In an effort to ensure meeting time is spent on advice rather than ‘form filling’ the firm requests all potential new clients, and from time to time existing clients, to provide the information detailed below.

It is only through a detailed understanding of a client or potential client’s financial position that Kelly + Partners can hope to deliver truly outstanding results.

Personal Details

	Client 1	Client 2
Title
Given Names
Preferred Name
Surname
Age
Gender	Male Female	Male Female
Marital Status
Home Telephone
Work Telephone
Mobile
Fax
Email
Home Address
Years at this address
Previous address if less than 3 years
Postal Address (if different)
Home Insurance:
- Co.
- Insured Amt.
- Policy No.

Dependents/Children

Name	DOB	Age	Occupation/School
Name	DOB	Age	Occupation/School
Name	DOB	Age	Occupation/School
Name	DOB	Age	Occupation/School
Name	DOB	Age	Occupation/School
Name	DOB	Age	Occupation/School

Employment Details

	Client 1	Client 2
Position Title
Employer Name
Industry/type of Bus.
Employment Type	Self Employed Employee Retired Pensioner Unemployed	Self Employed Employee Retired Pensioner Unemployed
Employment Status	Permanent Part-time Casual Contractor Other	Permanent Part-time Casual Contractor Other
Work Address
Contact Name
Contact Number
Start Date

Income

	Client 1	Client 2
Annual Income
Tax
Net Pay
	Weekly Fortnightly Bi-Monthly Monthly	Weekly Fortnightly Bi-Monthly Monthly

	Client 1	Client 2
At what age would you like to attain Financial Independence?
How much income per annum will you need? Net/Gross
Do you foresee any substantial changes to your income in the next five years? *	Yes No	Yes No
Are you contemplating leaving your current employer? *	Yes No	Yes No
On retirement do you intend to work on either a full or part time basis? *	Yes No	Yes No
(* If yes please provide details)

Business Entities

Companies
Trusts
Superfunds

Professional Advisers

	Name	Address	Contact No.
Accountant
Solicitor
Financial Adviser/Planner
Other
Authority to Contact (untick if you do not want us to contact in any way) Accountant Solicitor Financial Adviser Other

Estate Planning

	Client 1	Client 2
Do you have a will?	Yes No	Yes No
Do you have a power of attorney?	Yes No	Yes No
Is it up to date	Yes No	Yes No
When was it last reviewed?

Your Financial Concerns

Keep pace with inflation	Not concerned Slightly Concerned Concerned Very concerned
Easy access to your cash	Not concerned Slightly Concerned Concerned Very concerned
Legal, logical appropriate tax relief	Not concerned Slightly Concerned Concerned Very concerned
Income from your investment each year	Not concerned Slightly Concerned Concerned Very concerned

   

All images and text © Copyright 2006 Kelly Partners. Sydney web design by 360 Consulting