Navarino Wealth — Fact Find

Welcome & goals

What's prompted you to seek advice now? *

Short-term goals (0–2 years)

Medium-term goals (2–5 years)

Long-term goals (5 years +)

Your target retirement age

Partner's target retirement age

What matters most to you about your money?

Your details

You

Title

Full name *

Preferred name

Date of birth

Gender

Marital status

Australian resident?

Country of citizenship

Any other citizenships?

Partner (if applicable)

Title

Full name

Preferred name

Date of birth

Gender

Marital status

Australian resident?

Country of citizenship

Any other citizenships?

Contact details

Residential address

Street address

Suburb

State

Postcode

Postal address is the same as residential

Postal address

Street address / PO box

Suburb

State

Postcode

Your mobile

Partner's mobile

Home phone

Preferred contact method

Your email *

Partner's email

Family

Dependants — children or others who depend on you financially.

NameDate of birthRelationshipDependent?

Associated entities — any company, trust, SMSF or partnership you're involved with.

Entity nameTypeYour role

Employment & income

You

Employer

Occupation

Employment status

Hours per week

Partner

Employer

Occupation

Employment status

Hours per week

Income — each source on its own line. For a full household budget, please also use our Budget & Cashflow tool.

SourceWhoseAmount ($)Frequency

Any tax losses carried forward?

Are your tax returns prepared by an accountant?

Expenses

Estimated annual living expenses ($)

A rough figure is fine here. For a detailed breakdown, please use our Budget & Cashflow tool.

Any large or irregular expenses coming up?

Assets

Lifestyle assets — home, contents, vehicles.

DescriptionOwnerValue ($)

Investments — shares, managed funds, a business.

DescriptionOwnerValue ($)Income p.a. ($)

Investment properties.

AddressOwnerValue ($)Rent p.a. ($)

Cash & term deposits (no account numbers, please).

Institution typeOwnerBalance ($)

Liabilities

Loans and debts. Please don't enter account numbers.

TypeOwnerBalance ($)Rate %Repayment ($)FrequencyBasis

Superannuation

Please don't enter member numbers.

You

Fund name

Approximate balance ($)

Employer contributions p.a. ($)

Salary sacrificing?

Insurance inside super?

Beneficiary nomination

Partner

Fund name

Approximate balance ($)

Employer contributions p.a. ($)

Salary sacrificing?

Insurance inside super?

Beneficiary nomination

Existing insurance

Any personal insurance policies you currently hold.

Cover typeWhoseInsurerSum insured ($)Premium ($)FrequencyIn super?

Estate planning & health

You

Do you have a Will?

Year your Will was last updated

Enduring Power of Attorney in place?

Medical / Guardianship POA in place?

Beneficiaries up to date?

Smoker?

General health

Partner

Do you have a Will?

Year your Will was last updated

Enduring Power of Attorney in place?

Medical / Guardianship POA in place?

Beneficiaries up to date?

Smoker?

General health

Anything about your health or estate plans we should know?

Risk & preferences

How comfortable are you with investment risk?

Investment timeframe

Any ethical / ESG preferences, or investments you'd like to avoid?

Your other professional advisers

Accountant — name

Accountant — firm

Solicitor — name

Solicitor — firm

Documents & submit

Upload any payslips, bills, super or loan statements (optional — we'll use them to pre-fill your details). PDF, JPG, PNG or CSV, up to 15 MB each.

Drag & drop files here

or click to choose — PDF, JPG, PNG, CSV (max 15 MB each)

Anything else you'd like us to know?

Email me a copy of my answers when I submit

Fact find

Thank you