Fact Find - Satori Advisory

Welcome

Welcome to our online fact find form and thank you for entrusting our team with your personal details.

During completion: If you do not have the full details or if you are unsure of the accuracy of the information please feel free to put in estimates only. This form is designed to give our team an overview of your current situation.

As a financial services business, we take your privacy very seriously. Please read our privacy policy which details how we protect your privacy and confidentiality of information. To view our privacy policy please click here.

If you have any questions while completing it, our team is here to help – call us on 1300 925 081 or email [email protected].

Who referred you to Satori Advisory?(Required)

Provide a brief overview of how we can help(Required)

I am completing this form for(Required)

Personal Details

Title

My partner's title(Required)

First name

My partner's first name

Preferred name (if applicable)

My partner's preferred name (if applicable)

Second name

My partner's second name

Surname

My partner's surname

Date of birth

My partner's date of birth

Gender

My partner's gender

Marital status

My partner's marital status

Nationality

My partner's nationality

Residency

My partner's residency

Contact Details

Best contact phone

My partner's best contact phone

Best contact email (Required)(Required)

My partner's best contact email

Residential address

Address line 1

Suburb

State

Postcode

Dependants

Do you have dependants?

Yes

No

Dependant details

Use the button on the right to add an extra row for each dependant.

Dependant name

DOB

Comments

Estate Planning

Do you have a will?

Yes

No

Date of Will

Power of attorney

Power of guardianship

Employment

Employer

My partner's employer

Estimated annual income (Excluding Super - $AUD)

My partner's estimated annual income (Excluding Super - $AUD)

Job title

My partner's job title

Employment status

My partner's employment status

Cash Flow

Other annual income $AUD

My partner's other annual income $AUD

Estimated monthly expenditure $AUD

My partner's estimated monthly expenditure $AUD

Assets

(My partner and I)

Assets

Use the button on the right to add an extra row for each asset.

Description of asset (e.g. Shares)

Owner

Estimated value

Liabilities

Please list your current liabilities (e.g: Mortgage on principal place of residence-Investment Property Mortgage-Credit Card or overdraf-Personal Loan-Car Loan-Novated Lease (Vehicle)-Investment Loan-HECS-Business Loan-Other):

Liabilities

Use the button on the right to add an extra row for each liability.

Description of liability (e.g. Home Loan)

Owner of liability

Estimated amount owing

Superannuation

Superannuation Funds

Use the button on the right to add an extra row for each fund.

Fund name (e.g. Australian Super)

Fund owner

Estimated balance

Insurances

Personal Insurance

Use the button on the right to add an extra row for each insurance.

Insurance type (e.g. Life cover)

Person insured

Estimated insured value

Estimated annual premium