STEP 1 - 5 Minute Health Check

The 1^st questionnaire is the “5 Minute Financial Health Check” - which will literally only take a few minutes. It will help to confirm your priorities. It asks a series of questions which you simply need to click on your response – between 1 & 4 depending on whether you believe you do or don’t require further advice. By the way, if there are any areas which AREN’T relevant simply choose the “N/A” option. When you have answered all the questions you will be asked to “submit” this information which will be automatically sent to us.

STEP 2 - About you Questionnaire

The 2nd questionnaire is the “About You Questionnaire”. This will take no more than 15 minutes. It will enable you to provide key information and explain your current financial position. Once completed, you will be asked to “submit” the form.

STEP 3 - Financial Services Guide

This 3rd step will take you to sign our "Financial Services Guide". This Financial Services Guide FSG) - Part 1, together with the Adviser Profile - Part 2, are designed to help you get to know InterPrac Financial Planning Pty Limited and our Authorised Representative (Adviser), a little better. This will help you decide whether you would like to use our financial services and explain what to expect and how much you can expect to pay for those services.