First meeting questionnaire

Getting to know you

First meeting questionnaire • 1 of 3

Dear client,

Thank you for taking a few minutes to tell us what matters to you. Your answers help us prepare, so we can make the most of our first meeting. Fill in what you can. If there is anything you would rather talk about in person, please leave it blank. If you are coming as a couple, you can fill in one form together.

You and the meeting

1. What is your name, and what would you like us to call you?

Name *

Preferred name

2. Will someone else be joining you?

On my ownWith my partnerWith someone else

Their name and relationship

3. How can we contact you?

Email *

Mobile *

Prefer emailPrefer phone

4. What are your ages?

You *

Partner, if attending

What matters to you

5. What prompted you to contact us, and what would you most like help with?

Goal *

Priority

Timeframe

If the options above don’t cover what you want, tell us what else you would like help with.

6. Is there an upcoming change or deadline we should know about?

Tell us what is happening and roughly when, or leave blank if there is nothing.

Your financial picture

First meeting questionnaire • 2 of 3

This page is optional. Estimates or ranges are welcome, and unknown amounts can stay blank. Use Australian dollars. Enter household amounts once; give individual super balances where shown.

7. What best describes your work situation?

8. Does anyone rely on you financially?

NoYesDiscuss at the meeting

If yes, relationship and approx. ages

9. Roughly how much comes in and goes out each month?

Household income after tax ($/month)

Household spending incl. rent & loan repayments ($/month)

Money left overAbout evenSpending more than incomeNot sure

10. Your financial position at a glance

10.1 Do you have your own property?

This means the home you live in. Value: roughly what it would sell for today. Debt: what you still owe on the loan, without subtracting any offset account. Offset: the balance of any offset account linked to the loan.

YesNo

Value

Debt

Offset

10.2 Do you have any investment properties?

Properties you own but don’t live in, such as rentals or holiday homes, held outside super. If you have more than one, add them together. Value, debt and offset work the same way as above.

YesNo

Value

Debt

Offset

10.3 Do you have super? (you and your partner)

Your current balances from your latest super statements, including any SMSF.

YesNo

Your super’s value

Your partner’s super value

10.4 Do you have any properties inside super?

For example, property owned by your SMSF. Its value is already included in your super balance above, so this just shows how much of it is property. Value, debt and offset work the same way as in 10.1.

YesNo

Value

Debt

Offset

10.5 What’s your bank balance?

The combined balance of your household’s everyday, savings and term deposit accounts. Leave out offset accounts, which go with the loans above.

Prefer not to discuss

10.6 Other investments you want us to know about

Investments held outside super, such as shares, managed funds or cryptocurrency. A rough value for each is enough.

Preparing for our conversation

First meeting questionnaire • 3 of 3

11. Is there anything else you would like us to know?

You can mention an interpreter or accessibility needs. For private matters, simply write “Please discuss privately”.

12. How would you prefer to meet?

In personVideoPhoneNo preference

Before we meet

If it is convenient, please email any documents that may help to info@jtca.com.au before we meet. This could be a recent super statement, loan statement or insurance summary. Documents are optional for our first meeting.

Please do not include tax file numbers, identity document copies or detailed medical information with this questionnaire.

We handle your personal information in accordance with our Privacy Policy, which explains how we collect, use, store and disclose personal information and how you can access or correct your information or make a privacy enquiry or complaint.

Thank you. Send what you have completed to your adviser — we will work through the rest together.