TOOLS

TOOLS & FORMS
 

Once you’ve attended the Free Introductory Seminar you may decide to provide us with some details about your personal situation. CornucopiaFP have provided the tools to assist us prepare a strategy specifically for you and your needs.


You can access the necessary documents and complete your Budget Calculator online to streamline the process. After completing your Budget and Client Profile Form you can bring this and the items outlined on the List of Required Information to your next appointment.

To complete your Budget Calculator online

Alternatively download the excel spreadsheet below.

THINGS TO BRING

In order for the team at CornucopiaFP to provide accurate advice and modeling, it would be greatly appreciated if you are able to supply the information listed below.

Originals or copies of the following: 

• Loan Statements (home, car, personal loans etc.)
• Superannuation Statements
• Investment Statements (managed funds, term deposits etc.)
• Share Holding Statements
• Life Insurance / Income Protection Statements
• Pay Slips (at least 2) for employed
• Tax return (2 years) for self-employed


Your assistance is greatly appreciated ...

Cornucopia FP Pty Ltd ACN 131 679 064 ATF Cornucopia Unit Trust ABN 46 734 010 794. Authorised representative No. 327732 of Affinia Financial Advisers Limited ABN 13 085 335 397 AFSL No. 237857

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