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Initial meeting form

In preparation for our meeting, I'll prepare a diagram for us to view and update together while we're talking.


The following questions will allow me to add the right items to the diagram.


Please add the details you're happy to disclose.

Children living at home
Occupation status
Partner's occupation status
Principal residence
Renting
Own with a mortgage
Own outright
Other
Personal investments
Personal insurance
Partner's personal insurance
Super and/or pension
Partner's super and/or pension

Thank you. Looking forward to speaking to you soon.

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