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Financial Planning Questionnaire (including Terms of Engagement) Clearview Financial Advice Pty Limited ABN: 89 133 593 012 Australian Financial Services License No: 331367 Registered Office: Level

How to fill out financial planning questionnaire

How to fill out a financial planning questionnaire:

1. Start by reading through the entire questionnaire to understand what information is being requested. This will give you a general idea of what to expect and help you gather the necessary documents and information.
2. Begin by providing your personal information, including your name, address, contact details, and any other required details. This helps establish your identity and allows the financial planner to reach out to you if needed.
3. Move on to providing details about your current financial situation. This may include information about your income, expenses, assets, and liabilities. Be honest and accurate while filling out these details as they form the basis of your financial plan.
4. Next, you may be asked to provide information about your financial goals and objectives. This could include short-term goals like saving for a vacation, as well as long-term goals like retirement planning or buying a house. Clearly state your goals and the timeline within which you hope to achieve them.
5. The questionnaire may also include questions about your risk tolerance. This is important as it helps the financial planner determine the appropriate investment strategy for you. Be honest about your comfort level with both risk and volatility in your investments.
6. Additional sections of the questionnaire may cover topics such as insurance coverage, tax considerations, and estate planning. Answer these questions to the best of your ability, providing any relevant details and supporting documents.

Who needs a financial planning questionnaire?

1. Individuals who want to gain a better understanding of their current financial situation and create a roadmap for their financial future can benefit from filling out a financial planning questionnaire.
2. People who are considering working with a financial advisor or planner may be asked to fill out a questionnaire as part of the initial consultation process. This helps the advisor gather necessary information to create a customized plan that aligns with the individual's goals and needs.
3. Couples or families who want to align their financial goals and create a comprehensive financial plan together can find value in filling out a financial planning questionnaire. This allows them to gain a holistic view of their combined finances and work towards shared objectives.
4. Individuals who are going through significant life changes, such as starting a new job, getting married, having a child, or nearing retirement, may find a financial planning questionnaire helpful. It can provide guidance and structure during these transitions, helping them make informed decisions.

In summary, filling out a financial planning questionnaire involves providing accurate and honest information about your current financial situation, goals, risk tolerance, and other relevant factors. It serves as a starting point for creating a personalized financial plan that meets your needs. Different individuals, couples, or families can benefit from filling out a financial planning questionnaire to gain clarity and direction in their financial journey.

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What is financial planning questionnaire?

The financial planning questionnaire is a document used to gather information about an individual's financial situation, goals, and risk tolerance in order to create a customized financial plan.

Who is required to file financial planning questionnaire?

Individuals seeking financial advice or planning services are typically required to fill out a financial planning questionnaire.

How to fill out financial planning questionnaire?

To fill out a financial planning questionnaire, one must provide accurate and detailed information about their income, expenses, assets, liabilities, financial goals, and risk tolerance.

What is the purpose of financial planning questionnaire?

The purpose of a financial planning questionnaire is to help financial planners or advisors understand their client's financial situation and goals, in order to provide personalized financial advice.

What information must be reported on financial planning questionnaire?

Information such as income, expenses, assets, liabilities, financial goals, risk tolerance, and investment preferences must be reported on a financial planning questionnaire.