Review Fact Find

We want to make sure you remain on target for your short, medium and long-term financial goals, so it’s important we, together, take the opportunity to review your circumstances to ensure we’re doing the best for you.

A financial plan by itself remains appropriate for only a short period of time so we need to regularly be in touch with each other to makes changes where appropriate. The markets are constantly in motion, interest rates are fluctuating, costs of investment and insurance products change too. Most importantly however, your life situation changes, continuously. Your life goals change, the value of your assets and debts move, your career changes shape and direction, and family circumstances evolve.

WARNING: If you do not provide complete and accurate information that is relevant to financial needs as requested in this form, the Adviser may not be able to give you an appropriate recommendation.

All Amalgamated Financial Services will adhere to Privacy Act 1988 including the Australian Privacy Principles when collecting, using, storing and disclosing the information contained in this form and will not unlawfully disclose this information.

You are entitled to gain access to this information and should you wish to do so, you can contact your Adviser.

To ensure that we fully understand your situation and provide you with the best possible financial planning advice, we need to collect details about your personal and financial situation.