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Charter Financial Planning Limited ABN 35 002 976 294 Australian Financial Services Licensee Licence Number 234665 750 Collins St Docklands Melbourne VIC 3008 1. YOUR ACKNOWLEDGMENT I/We acknowledge that by completing and authorising this overview its contents are correct to the best of my/our knowledge and that its role is to enable Charter Financial Planning Limited to undertake an initial assessment of my/our situation. Kingston Financial Planning Pty Ltd and or Geoffrey Axton will be...
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To fill out the lifestyle assessment, start by reviewing the questionnaire thoroughly.
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Answer each question honestly and provide as much detail as possible.
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Who needs lifestyle assessment and financial?

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People who are planning to make significant changes in their lifestyle can benefit from a lifestyle assessment.
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Individuals who want to gain insights into their current lifestyle choices and make informed decisions.
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Anyone who wishes to understand their financial situation, set goals, and plan for the future can use a financial assessment.
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People who want to improve their financial well-being and track their progress over time.
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Lifestyle assessment and financial is an evaluation of an individual's living habits and financial status.
Individuals who are required to file lifestyle assessment and financial include those who are involved in certain legal cases or financial transactions.
To fill out lifestyle assessment and financial, one must provide detailed information about their daily activities, spending habits, income sources, assets, and liabilities.
The purpose of lifestyle assessment and financial is to assess the individual's standard of living, financial stability, and possible sources of income or assets.
Information that must be reported on lifestyle assessment and financial includes details about income, expenses, assets, liabilities, investments, and other financial matters.
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