STORY
2022 EDITION
GROUP
YOUR PERSONAL DETAILS...........................
YOUR family.............................................
YOUR goals & objectives.........................
YOUR personal insurance.......................
YOUR general insurance.........................
YOUR binding nomination........................
I II III IV V VI
TABLE OF CONTENTS
Annual Income: Date Commenced: YOUR DETAILS CLIENT 1 Annual Income: Date Commenced: CLIENT 1 CivilEngineer HansonHeilderberg CementGroup 123MainStreet,WarranwoodVIC3810 0456589287 01/05/2005 $160,000.00 JackUptohill jackuptohill@gmail.com.au 44 1978-03-05 JillUptohill $74,718.00 06/06/2008 0457895245 123MainStreet,WarranwoodVIC3810 AdelaideBank SystemAnalyst jilluptohill@gmail.com.au 42 1980-05-12
Date of Birth Date of Birth Date of Birth Date of Birth Date of Birth Date of Birth Date of Birth Date of Birth Date of Birth Date of Birth
John 1940-08-07 Natalie 1945-12-08 Damon 1937-05-04 Caroline 1939-12-05 Jack 1978-03-05 Jill 1980-03-05 Katherine 2008-07-05 Stephan 2005-05-05
YOUR FAMILY
GOALS & OBJECTIVES
Goals are general guidelines that explain what you want to achieve in your community. Objectives define strategies or implementation steps to attain the identified goals. Unlike goals, objectives are specific, measurable, and have a defined completion date.
INVESTMENT PROPERTY
Do you own an investment Property?
Have you paid it off e.g. no investment
If not, do you wish to have your own one in the future?
HOUSE
Do you own your own house?
Have you paid it off e.g. no mortgage?
If Renting, do you wish to have your own home in the future?
HOLIDAY OVERSEAS
Do you take holidays overseas?
If yes, where would you like to go?
How much will it cost?
At what age do you wish to retire?
How much do you wish to retire on e.g. $50k per annum?
Do you think you will reach this goal before retirement?
Would you like to know if you will or will not reach this goal by doing some modelling?
Is there a goal you would like to achieve/obtain in the future not listed above?
What is it?
CARAVAN
Do you own a Caravan or Camper Trailer?
If not, do you wish to own one?
How much will it cost?
BUCKET LIST
What is on the top of your bucket list to do?
1.UpgradeCar
2.AnnualTrip
3.HouseRenovation
4.Upgradeoursolarpanelsandbatterysystem
5.Developmentofinfrastructure&maintenanceofour
How much will it cost?
How much will it cost?
MARK
QUESTION
RETIREMENT
? YES YES $40,000 65
$50,000
property Payoffmortgage Assistkidswithhomedeposit YES YES $60,000 Bali,Indonesia YES NO YES NO YES
YOURPERSONALINSURANCE
Last Completed:
01-10-2021
JackTrauma Cover
Income Protection Cover (IP)
Life
Business Expense:
THE current AMOUNT
Cover SUM INSURED:
and Permanent Disability Cover
SUM INSURED:
Total
(TPD)
SUM INSURED: SUM INSURED: Policy Number:
Cover: SUM INSURED: er
Child
SUM INSURED: $200,000 Level/NonSuper $500,000 Level/Super $350,000 Level/Super $5,000 Level/Super 1234567 Jack None None
Last Completed:
01-10-2021
Jill
THE current AMOUNT
Policy Number:
Trauma
Total and Permanent Disability Cover (TPD) SUM INSURED:
Income Protection Cover (IP)
Expense:
Child Cover: SUM INSURED:
Life Cover SUM INSURED:
Cover SUM INSURED: SUM INSURED:
er
None
Level/Super
Level/Super
Jill
None
Business
SUM INSURED:
$1,000,000
None $7,500
7891011
None
We will also organized for a FREE General Insurance Report to be prepare comparing your current policies with what is out in the market place. If our general insurance team can provide better pricing they will let you know.
Just some of the areas Craig can provide comparison quotes on:
1.Landlords Insurance 2.Business insurance 3.Professional Indemnity Insurance 4.Public Liability 5.General Liability 6.Cyber Liability 7.Management Liability 8.Commercial Motor Vehicle 9.Corporate Transit 10.Contracts Work 11.Strata Type of Insurance (General) Owner Insurer Amount Covers Can we do better e.g pricing FindInsurance $500,000 YES FindInsurance $350,000 YES Businessinsurance Joint PublicLiability Jack
OURBINDING NOMINATION
Name of Super Fund / Pension Fund Super Insurance Owner Beneficiaries Non-Lapsing Binding Nominations pension / annuity Jack JillUptohill 100%Binding Jill JackUptohill 100%Binding
GROUP Please consider our environment before printing this e-mail. Awards. CURRENT SERVICES WE ARE PROVIDING TO YOU: 1. Financial Planning: Personal Insurance 2. Financial Planning: Superannuation 3. Financial Planning: SMSF Advice 4. Financial Planning: Pre & Post Retirement Advice 5. Cash Flow Monitoring 6. Taxation: Individual 13. Networking: Find Network 14. Graphic Design 15. Web Hosting 16. Staff - VA Admin Support 17. Other 7. Taxation: Sole Trader 8. Taxation: Company 9. Taxation: Trust 10. Taxation: SMSF 11. General Insurance 12. Find Community Paper ✔ ✔