Wealth Management, Superannuation, Bookkeeping, Belmores Chartered Accountants, Yarrawonga, VIC, Australia

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belmore@belmores.com.au 03 5744 1221

Financial Planning Enquiry

Financial Planning Enquiry

Name

Partner (if applicable)

Email:

Phone:

Preferred method of contact

Phone

Email

Employment

Full Time

Part Time

Casual

Retired

Semi Retired

Annual Income

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Superannuation

Name of current fund

Approximate Balance

Accumulation Phase

Yes

No

Pension Phase

Yes

No

Taxable Component if known

Investment Option If Known

Partners Current Fund

Approximate Balance

Accumulation Phase

Yes

No

Pension Phase

Yes

No

Taxable Component If Known

Investment Option If Known

Addition Information:

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Investments

Do you own Investment Properties? If yes How many:

Do you own Shares outside Super and know the vaule of the portfolio

Do you have excess cash to invest? If yes what amount are you looking to invest:

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Insurance

Do you have life insurance? Name of insurer and cover amount:

Do you have total and Permanent Disability Cover? Name of insurer and total cover

Do you have Trauma/Critical Illness cover? Name of insurer and amount covered

Do you have Income Protection cover? Name of insurer and amount of cover:

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Centrelink

Are you recieving any Centrelink Payments? If so how much:

Are you recieveing any other Centrelink benefits

Jobseeker

Carers Pension

DVA Pension

Disability Support Pension

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Aged Care

Have you had a ACAS/ACAT done? If so when:

Does the person entreing care own a home?

Do you have a letter with approvale codes?

Additional information. ie have you decided which care facility, will anyone be living in the house after the person enters care?

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General Quesions

What are your current financle goals and any concerns you are looking to address?

Any other information:

How did you hear about us?

Referral

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Website

Other

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Yarrawonga Office
Belmores Wealth Management
Numurkah Office
Myrtleford Office
Bright Office

Yarrawonga Office

50 Belmore St Yarrawonga
PO Box 200 Yarrawonga
VIC 3730

Phone: 03 5744 1221
Fax: 03 5744 2553
Email: belmore@belmores.com.au
Request an appointment

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Make an Enquiry
Belmores Wealth Management

70 Belmore St Yarrawonga
PO Box 49 Yarrawonga VIC 3730

Phone: 03 5744 1221
Fax: 03 5744 2553
Email: BWM@belmores.com.au
Request an appointment

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Numurkah Office

134 Melville Street, Numurkah VIC 3636

Phone: 03 5862 1411
Fax: 03 5862 2075
Email: belmoresnumurkah@belmores.com.au
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Myrtleford Office

1-7 Albert St, Myrtleford VIC 3737
Australia
PO Box 246

Tel 03 5752 2288
Fax 03 5752 2660
Email: belmoresmfdbright@belmores.com.au
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Bright Office

3 Ireland St, Bright VIC 3741, Australia
PO Box 71
(The old post office building)

Tel 03 5755 1327
Email: belmoresmfdbright@belmores.com.au
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