Financial Planning Questionnaire

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.

What areas would you like advice on?

Investments

Insurance protection

Debt reduction

Superannuation

Estate planning

SMSF advice

Retirement planning

Cashflow and budgeting

Not sure yet

Continue

Personal Details

Applicant 1

Applicant 2

Same as Applicant 1

Continue

Residency Status

What is your current residential status?

Australian Citizen

Australian Permanent Resident

Temporary Resident

Non-resident

Your Home

Which best describes your current living situation?

Own home - no mortgage

Own home - with mortgage

Renting

Living with family

Other

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Employment Status

Applicant 1

Applicant 2

Annual Income (Before Tax)

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Retirement Planning

At what age would you like to retire?

What annual income would you like in retirement?

You can estimate if unsure

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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

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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 - Part I

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

Housing Costs (Mortgage / Rent)

Groceries & Household Spending

Utilities

Transport

Electricity, Gas, Water, Internet

Fuel, Car Repayments, Public Transport

Continue

Your Living Expenses - Part II

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

Insurance

Lifestyle & Entertainment

Health, Car, Home Insurance

Dining Out, Travel, Hobbies

Education / Childcare

Other Regular Expenses

Continue

Superannuation

Super Fund Name

Account Number

Estimated Balance

Contributions

Employer Contribution

Salary Sacrifice

Personal Contribution

Continue

Insurance

Do you currently hold any insurance cover?

Life Insurance

Trauma Cover

TPD

No Insurance

Income Protection

Continue

Risk Profile

What is your main investment goal?

To preserve my capital, even if returns are low

To grow my investments over time, accepting short-term ups and downs

To earn moderate returns, while keeping some protection of capital

To maximise long-term growth, even if that means high short-term volatility

How long do you intend to keep your money invested
before you need to access most of it?

0 to 2 years

7 to 15 years

2 to 7 years

15+ years

Continue

Risk Profile

Which statement best reflects how you feel about protecting your money versus growing it?

I’d rather protect my money, even if it means missing out higher returns

I’m comfortable risking some money to achieve better long-term returns

I prefer a cautious approach but still want some opportunity for growth

I’m focused on maximising growth, even if it means large fluctuations in value

If you invested $100,000, which outcome over a 12
month period would you feel most comfortable with?

A return between $95,000 and $105,000 (±5%)

A return between $80,000 and $120,000 (±20%)

A return between $90,000 and $110,000 (±10%)

A return between $70,000 and $130,000 (±30%)

Continue

Risk Profile

Do you expect to draw income from this regularly (e.g., for living expeses)?

Yes - I need to draw income often or rely on it soon

Unlikely - other savings for emergencies

Unlikely - I have other savings for emergencies

Possibly - I may need to draw some income at times

No - I want the investment to grow untouched over the long term

How important is it for your investment to grow faster
than inflation (i.e., increase your real buying power)?

Not very important — Capital preservation is my priority

Important — Meaningful long-term growth above inflation

Somewhat important — Modest growth with limited volatility

Very important — High long-term growth is my main priority

Continue

Risk Profile

How likely are you to need to access this money early for unforeseen expenses (e.g., job loss, emergencies)?

Very likely - I may need to access it at short notice

Unlikely - I have other savings for emergencies

Possible - I’d like some flexibility just in case

Very unlikely - this money is set aside for long-term growth only

Imagine the share market falls by 20% in a year. What
are you most likely to do?

Sell my investments to avoid further loss

Do nothing - I understand markets go up and down

Wait and see - I might adjust my investments

Buy more - I see this as an opportunity to invest cheaper

Continue

Risk Profile

Which best describes how you think about market volatility?

It makes me anxious - I’d rather avoid it completely

Accept some volatility but don’t like being surprised

I see it as part of investing - it doesn’t bother me too much

I view volatility as an opportunity, not a problem

Which statement best describes your attitude
towards returns and risk?

I prefer stable, lower returns with minimal risk

I’m open to more ups and downs for potentially higher returns

I’m willing to accept some fluctuations to moderate returns

I want high returns and accept that this comes with high risk

Continue

Estate Planning

Do you currently have a will?

Yes

Do you have an estate plan or testamentary trust?

Yes

Continue

Review & Confirmation

Personal Details

Financial Goals

Assets

Liabilities

Superannuation

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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

Complete Your Advice Questionnaire

What areas would you like advice on?

Personal Details

Applicant 1

Applicant 2

Residency Status

Your Home

Employment Status

Applicant 1

Applicant 2

Annual Income (Before Tax)

Your Financial Goals

What financial goals are important to you?

Retirement Planning

At what age would you like to retire?

What annual income would you like in retirement?

You can estimate if unsure

Assets

Liabilities

Your Living Expenses - Part I

Your Living Expenses - Part II

Superannuation

Insurance

Risk Profile

Risk Profile

Risk Profile

Risk Profile

Risk Profile

Estate Planning

Review & Confirmation

Portfolios

Advice

Client Access

Investment Platforms

Insurance

About Us

Learn

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