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Initial meeting form

In preparation for our meeting, I'll prepare a diagram for us to 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.

Number of children living at home
Occupation status
Partner's occupation status
Principal residence
Own with a mortgage
Own debt-free
Renting
Other
Personal investments
Personal insurance
Partner's personal insurance
Super and/or pensions
Partner's super and/or pensions

Thank you. Looking forward to speaking to you soon.

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