Discovery Questionnaire

Thanks for booking your Discovery Meeting.

In addition to introducing ourselves, we’ll be spending most of this time getting to know you. As part of our financial advice process we make sure we don’t miss an opportunity to improve your financial situation, which can mean lots of questions.

In order to make the most of our time together, we ask that you complete this short questionnaire. It should take about three minutes.

In person
For your appointment, please bring the following:

  • Latest payslip(s).
  • A snapshot of your bank accounts, investments, and loans. An overall position statement or screenshot is sufficient.
  • Statements from any superannuation funds or life insurance policies you have.
  • Photo ID.

For appointments via Zoom, please have details regarding your bank accounts, insurance policies, and superannuation statements ready.

If you are unfamiliar with Zoom, you may wish to test your setup in advance at their test meeting here:


If you have any questions or would like any assistance prior to your appointment, please don’t hesitate to call or email.