Get the free Financial Planning Questionnaire - Davidson Financial Group

Financial Planning Questionnaire (including Terms of Engagement) Office: Level 20, 141 Queen Street, Brisbane QLD 4000 Postal: PO Box 12227 George St, Brisbane QLD 4003 Phone: (07) 3210 3700 Fax:

How to fill out financial planning questionnaire

How to fill out a financial planning questionnaire:

1. Begin by carefully reading the instructions provided with the questionnaire. Familiarize yourself with the purpose of each section and the specific information being requested.
2. Gather all relevant financial documents and information, such as bank statements, investment statements, tax returns, bills, and insurance policies. This will help you accurately complete the questionnaire.
3. Start with the personal information section, providing details like your name, address, date of birth, and contact information. This allows the financial planner to identify and communicate with you effectively.
4. Move on to the section that requires you to list your financial goals and objectives. Be specific about what you want to achieve, such as saving for retirement, buying a house, or funding your children's education.
5. Provide an overview of your current financial situation. This includes your income, expenses, debts, assets (e.g., savings, investments, and property), and liabilities (e.g., loans, credit card debts). Be thorough and honest to ensure accurate planning.
6. Answer questions related to your risk tolerance and investment preferences. This helps the financial planner tailor recommendations that align with your risk appetite and investment objectives.
7. Fill in any additional sections or questions that may be specific to your situation or that the financial planner deems necessary. This might include questions about your family's needs, insurance coverage, or estate planning wishes.
8. Finally, review your answers before submitting the questionnaire. Check for any mistakes or omissions that could impact the accuracy of the financial plan.

Who needs a financial planning questionnaire?

1. Individuals seeking professional financial advice: A financial planning questionnaire is beneficial for individuals who are looking to develop a comprehensive financial plan or seek guidance from a financial planner. It helps capture essential information about their current financial status and future goals.
2. Couples or families with shared financial goals: If multiple individuals are involved in financial decision-making, a questionnaire can ensure that everyone's perspectives and objectives are accounted for in the planning process. It promotes collaborative discussions and aligns strategies.
3. Anyone experiencing significant life changes: Life events such as getting married, having children, changing jobs, retiring, or receiving an inheritance can greatly impact your financial situation. Completing a financial planning questionnaire during such transitions can provide clarity and a roadmap for managing these changes effectively.

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What is financial planning questionnaire?

A financial planning questionnaire is a tool used to gather information about an individual's current financial situation, goals, and preferences in order to create a personalized financial plan.

Who is required to file financial planning questionnaire?

Individuals seeking financial advice or services from a financial planner or advisor may be required to fill out a financial planning questionnaire.

How to fill out financial planning questionnaire?

To fill out a financial planning questionnaire, individuals typically need to provide information about their income, expenses, assets, debts, and financial goals.

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 create a tailored financial plan.

What information must be reported on financial planning questionnaire?

Information such as income, expenses, assets, debts, investment goals, risk tolerance, and retirement plans may need to be reported on a financial planning questionnaire.