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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.

Budget Planner.xls

New Client Fiancial Needs Analyser

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)

> Count Financial Services Guide 24.02

> Count Privacy Policy

> Privacy Notification Statement

>Understanding Tax

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

•Current Identification

Your assistance is greatly appreciated ...

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