Complete Your Advice Questionnaire

To help us prepare advice tailored to your situation, we ask a series of questions about your finances, goals and circumstances.

This usually takes around 10–15 minutes.

If you are unsure of an answer you can provide an estimate or skip the question.

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Advice Scope

What areas would you like advice on?

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Personal Details

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Residency Status

What is your current residential status?

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Contact Details

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Address

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Housing Situation

What is your current residential status?

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Employment Status

Single
If married / partnered: Partner annual income
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Your Financial Goals

Understanding your goals helps us tailor advice to what matters most to you. Select any goals that apply.

What financial goals are important to you?
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Retirement Planning

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Assets

What assets do you currently own?
Home Property Value
Cash / Savings
Investment Property Value
Business Interests
Shares / Investments
Other Assets
*All fields allow approximate values.*
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Liabilities

What debts do you currently have?
Home loan balance
Personal loans
Credit card balances
Other debts
Investment loan balance
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Your Living Expenses

Please estimate your typical monthly household expenses. You can leave items blank if you are unsure.

Housing costs (mortgage or rent)
Transport
Education / childcare
Utilities
Fuel, car payments, public transport
Lifestyle & entertainment
Electricity, gas, water, internet
Insurance
Dining out, travel, hobbies
Groceries & household spending
Health, car, home insurance
Other regular expenses
Monthly Total: $0.00
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Superannuation

Super Fund Name
Account Number
Estimated Balance
Contributions
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Insurance

Do you currently hold any insurance cover?
Life Insurance
Trauma Cover
TPD
No Insurance
Income Protection
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Risk Profile

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Risk Profile

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Risk Profile

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Risk Profile

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Risk Profile

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Estate Planning

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Review & Confirmation

Personal Details

Name:

Date of Birth:

Gender:

Marital Status:

Financial Goals

    Assets

    Liabilities

    Superannuation

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    Disclaimer:

    Growthfront Pty Ltd is a Corporate Authorised Representative (No. 1302922) of Geosmith Partners AFSL 700062 ABN 86 684 092 135. Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs except in circumstances where you have provided your personal financial details via our online application process and received a Statement of Advice from us. Before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us