Fact find

This helps us understand your situation, your goals and what matters to you, so the advice we give is genuinely yours. Work through each step — rough answers are fine, and you can leave anything that doesn't apply blank.

Your answers are confidential and used only to prepare your advice. Please don't enter your Tax File Number, bank account numbers, super or insurance member numbers, or ID document numbers here — we collect those securely later.

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We've pre-filled this fact find with the details we have on file for you. Please work through each step, check everything is still right, and update anything that's changed — then submit at the final step.

Company (leave this blank)

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?

Anything to add about this page? (optional)

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?

Anything to add about this page? (optional)

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

Anything to add about this page? (optional)

Family

Dependants — children or others who depend on you financially.

NameDate of birthRelationshipDependent?

If funding education is on your radar, add a line per dependant and stage — rough figures and future plans are fine.

DependantStageSchool / institutionFees p.a. ($)From (yr)To (yr)

How do you plan to fund these costs? (savings, investments, education bonds, family help…)

Anything to add about this page? (optional)

Associated entities

Any company, trust, SMSF or partnership you're involved with.

Entity nameTypeYour role

Attach any documents for your entities (optional) — trust deeds, company documents, SMSF deeds. PDF, JPG, PNG or CSV, up to 15 MB each.

Add documents

drag & drop or click — they join your submission

Anything to add about this page? (optional)

Employment & income

You

Employer

Occupation

Employment status

Hours per week

Income $

Is that before or after tax?

How often?

Partner

Employer

Occupation

Employment status

Hours per week

Income $

Is that before or after tax?

How often?

Other income — rental, dividends, pension, business, interest, etc. Leave blank if none. For a full household budget, use our Budget & Cashflow tool.

SourceWhoseAmount ($)Frequency

Total other income—

Any tax losses carried forward?

Are your tax returns prepared by an accountant?

You

Do you receive a Centrelink or DVA benefit?

Which benefit?

Partner

Does your partner receive a Centrelink or DVA benefit?

Which benefit?

Have you given away money or assets in the last 5 years? (gifts to family, forgiven loans, anything sold for less than its value)

If yes — roughly what, when, and how much?

Attach any documents for this section (optional) — payslips, tax returns, PAYG summaries. PDF, JPG, PNG or CSV, up to 15 MB each.

Add documents

drag & drop or click — they join your submission

Anything to add about this page? (optional)

Expenses

How would you like to tell us about your spending? Give a single figure, a quick category breakdown, or fill in our full Budget & Cashflow tool — whichever suits you.

Estimated annual living expenses ($)

A rough figure is fine — your best estimate of what the household spends in a year.

Total expenses—

CategoryAmount ($)How oftenPer year

Estimated annual total—

Enter whatever you know — any frequency works and blanks are fine. This total carries through as your annual living expenses.

The full line-by-line budget. Open any category and enter your spending at whatever frequency suits — blanks are fine. Your total carries through as your annual living expenses.

Estimated annual total—

Any large or irregular expenses coming up?

Attach any documents for this section (optional) — bills, bank statements, a budget. PDF, JPG, PNG or CSV, up to 15 MB each.

Add documents

drag & drop or click — they join your submission

Anything to add about this page? (optional)

Assets

Lifestyle assets — home, contents, vehicles.

DescriptionOwnerValue ($)

Total lifestyle assets—

Investments — shares, managed funds, a business.

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

Total investments—

Investment properties.

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

Total investment properties—

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

Institution typeOwnerBalance ($)

Total cash & term deposits—

Total assets—

Attach any documents for this section (optional) — valuations, statements, rate notices. PDF, JPG, PNG or CSV, up to 15 MB each.

Add documents

drag & drop or click — they join your submission

Anything to add about this page? (optional)

Liabilities

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

TypeOwnerBalance ($)Rate %Repayment ($)FrequencyBasis

Total debt—

Total repayments—

A little more detail on any car loans or novated leases — straight off the finance or lease schedule if you have it handy. Dates are dd/mm/yyyy.

VehicleWhoseTypeFinancierTerm (mths)Payment ($)FrequencyResidual ($)End date

Attach any documents for this section (optional) — loan statements, rate letters. PDF, JPG, PNG or CSV, up to 15 MB each.

Add documents

drag & drop or click — they join your submission

Anything to add about this page? (optional)

Superannuation

One line per super fund — add every fund you and your partner hold. Please don't enter member numbers.

Fund nameOwnerBalance ($)Employer contrib p.a. ($)Salary sacrifice?Insurance inside?Beneficiary nomination

Total super balance—

Attach any documents for this section (optional) — super statements. PDF, JPG, PNG or CSV, up to 15 MB each.

Add documents

drag & drop or click — they join your submission

Anything to add about this page? (optional)

Existing insurance

Any personal insurance policies you currently hold.

Cover typeWhoseInsurerSum insured ($)Premium ($)FrequencyHeld in super? (which fund)

Total premiums—

Attach any documents for this section (optional) — policy schedules, renewal notices. PDF, JPG, PNG or CSV, up to 15 MB each.

Add documents

drag & drop or click — they join your submission

Anything to add about this page? (optional)

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?

You

Height (cm)

Weight (kg)

If you smoke — roughly how much per day?

Do you drink alcohol?

Roughly how many standard drinks per week?

Current medications

Pre-existing or ongoing conditions

Serious illness, injury or surgery in the last 5 years

Family medical history (parents & siblings — e.g. heart disease, cancer, diabetes)

Partner

Height (cm)

Weight (kg)

If they smoke — roughly how much per day?

Do they drink alcohol?

Roughly how many standard drinks per week?

Current medications

Pre-existing or ongoing conditions

Serious illness, injury or surgery in the last 5 years

Family medical history (parents & siblings — e.g. heart disease, cancer, diabetes)

Is aged care (residential or home care) something you're thinking about?

When might it be needed?

What would likely happen to the family home?

Accommodation deposit (RAD/bond) paid or agreed?

Deposit amount, if known ($)

Anything else about aged care plans? (facility preferences, family circumstances)

Attach any documents for this section (optional) — Wills, powers of attorney. PDF, JPG, PNG or CSV, up to 15 MB each.

Add documents

drag & drop or click — they join your submission

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

Firm

Contact mobile / phone

Solicitor

Name

Firm

Contact mobile / phone

Finance broker

Name

Firm

Contact mobile / phone

Which areas would you like advice on? (tick any that apply)

Retirement planning Superannuation Investments Personal insurance Estate planning Debt & cashflow Centrelink / aged care Tax-effective strategies Aged care Other

Anything to add about this page? (optional)

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

Thank you

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Your information is collected to prepare your financial advice and is held securely. General information only, not personal advice.
Navarino Wealth Pty Ltd (ABN 91 691 312 937) · Corporate Authorised Representative No. 1318210 · Luke Smith, Authorised Representative No. 377 450 · PFP Financial Services Pty Ltd, AFSL 535484.
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