Initial FP Questionnaire - hgfincomau 2025

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  1. Click ‘Get Form’ to open it in the editor.
  2. Begin by entering your personal information, including your name, address, phone number, and date of birth. Ensure all details are accurate for effective communication.
  3. In the 'Current Situation' section, select your employment status. This helps assess your financial standing.
  4. Proceed to the 'Wealth Creation' section. Answer questions regarding home loans and superannuation funds. Fill in the required fields such as interest rates and outstanding loan amounts.
  5. Continue through sections on tax reduction, income protection, wealth protection, and distribution. Provide detailed responses where applicable to ensure a comprehensive assessment.
  6. Review all entries for accuracy before submitting. Use our platform’s features to save your progress or make edits as needed.

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