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 ...
OTHER IMPORTANT INFO
Understanding Series
> Understanding Business Insurance
> Understanding Debt Management
> Understanding Estate Planning
> Understanding Gearing
> Understanding Insurance
> Understanding Investment Concepts
> Understanding Retirement Planning
> Understanding Self Managed Super
> Understanding Social Security
> Understanding Wealth Accumulation (Non Super)
> Understanding Wealth Accumulation (Super)
> Financial Services Guide part 1