Excel Financial Advisors' Logo

WELCOME TO EXCEL FINANIAL PLANNING

Thank you for contacting us to assist you with you a Financial Plan.

To ensure we get the most out of our first meeting, please ensure that the below steps are undertaken. This will mean that the first meeting will be more beneficial to you as we won’t be spending the time fact finding.

You will receive personalised links in your email from one our team members to start the steps below.

Once we receive the information from the below steps, we will be in touch to organise a meeting time.

If you have any questions, please give us a call.

Kind Regards
The Excel Team

STEP 1: 5 Minute Health Check

The 1st 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: Budget Questionnaire

This 3rd step will take you to complete our “Budget Questionnaire”. This provides Stuart with the necessary information of your current expenditures.

STEP 4: Risk Profile Questionnaire

This 4th step will take you to complete our “Risk Profile Questionnaire”. This questionnaire helps to identify your attitude to risk.

STEP 5: Financial Services Guide

This 5th 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.

Please complete one each if you are a couple

*Click here to sign the FSG*

STEP 6: Insurance: Pre-assessment questionnaire

This Life Insurance Pre-assessment Questionnaire is designed for the purposes of obtaining indicative underwriting terms, such as indicative pricing and/or indicative special exclusions or other terms.

Only required if you are enquiring about Insurance.