Pre-Progress Meeting Questionnaire Please enable JavaScript in your browser to complete this form.Name *Partner's NameThe purpose of the Progress Meeting is to discuss the performance of the Financial Plan to date and to re-anchor your goals with the progress of your Plan. Your Ongoing Service Program highlights the agenda items in more detail. Of course, this is also your time to discuss those matters that are important to you. From the list below, please tick those topics you would like to specifically discuss. *Cashflow Structuring (Saving and Budgeting)Loans (e.g. Mortgage) Education Planning (self, children or grand-children)Tax PlanningInvestmentsInsuranceSuperannuationRetirement PlanningEstate Planning (Wills, Power of Attorney)Employer Benefits & Opportunities (e.g. Salary Packaging)Business PlanningOther? (Please record below)Are there any other items you would like to discuss in your meeting?1. Have your circumstances changed? *YesNoUnsurePlease list any changes to your circumstances since your last meeting with us. (E.g. changes to employment, selling your home, received an inheritance, children starting or finished school, etc.)2. Do you still understand your overall Strategy? *YesNoUnsurePlease make additional comments to your answer above:3. Do you believe your Financial Plan is still relevant to your circumstances? *YesNoUnsurePlease make additional comments to your answer above:4. Do you believe your Financial Plan is continuing to assist you in the achievement of your ongoing lifestyle goals? *YesNoUnsurePlease make additional comments to your answer above:Submit
