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General Documents

A completed client questionnaire helps us to know you, gives us an understanding of your needs, and allows us to tailor the appropriate investment and insurance mix to achieve your financial goals. Download our CLIENT-DATA-QUESTIONNAIRE here

 

Our Budget Planner will help you analyze your current financial position. It can pin-point where you may be spending too much money. Download our BUDGET-PLANNER here

 

Our Client Value Proposition (CVP) is our promise and commitment to you. Download our CLIENT VALUE PROPOSITION here

 

How interest is calculated can greatly affect your savings. Our calculator demonstrates how compounding interest can affect your savings. Download our Annual-Compound-Return-Calculator here

 

Learning from the Past, Understand Market Cycles, Positioning for the Future and Recognising Opportunity Amid Market Cycles. WEATHERING UNCERTAIN MARKETS

 
Superannuation Documents

Would you like to know how much superannuation you will have when you retire? Our Superannuation calculator lets you estimate the amount of superannuation savings available at retirement. Download our SUPERANNUATION CAPITAL PROJECTION here

 

Australians have 18.1 billion in lost superannuation accounts. Is yours one of them? Download our SEARCHING FOR LOST SUPERANNUATION FORM here

 

Self Managed Superannuation
RUNNING A SELF-MANAGED SUPER FUND
 

 

Colonial First State

FirstChoice Wholesale Personal Super switch funds between your existing account. Download here FIRSTCHOICE WHOLESALE PERSONAL SUPERANNUATION SWITCH FORM