Personal Profile Form

Complete your details below in preparation for your Strategy Discussion meeting

Personal Profile Form

Step 1 of 3

Important Notice

I am a representative of Global Financial Consultants Pte Ltd and can advise upon, source and recommend objectively the products of various life insurance companies and fund houses to best meet your needs. I am required to disclose to you the companies from which I can source products and solutions for you. In order to ensure that the advice and recommendations are appropriate for you, we require sufficient information about your current circumstances and financial goals and objectives. The information provided throughout this Profile Form in respect of your investment objectives, financial situation and particular needs will be the basis on which advice will be provided.

Your Personal Details

Name(Required)

First Last

Preferred First Name(Required)

If somebody referred you, please list their name below

Date of Birth(Required)

Gender(Required)

Marital Status

Partner's Name

First Last

Partner's Date of Birth(Required)

Email Address(Required)

Phone Number

Address

Street Address Address Line 2 City Postal Code Country

Please upload a copy of your identification (e.g. Driver's License, Passport, Residency Pass)

Drop files here or

Max. file size: 256 MB, Max. files: 5.

Are you currently an expat or about to become one?(Required)

How Long Have You Been An Expat?

How Long Do You Intend To Remain An Expat?

Do You Intend To Move To Australia?(Required)

Expected Retirement Age(Required)

Please enter a number from 40 to 100.

Your Employment Details

Employer

Occupation

Annual Salary (S$)(Required)

Bonus / Commission (S$)

Your Partner's Employer(Required)

Your Partner's Occupation(Required)

Your Partner's Annual Salary (S$)(Required)

Your Partner's Bonus / Commission (S$)(Required)

Your Children / Dependants

Children / Dependants(Required)

Please provide details of your children / dependants (Name, Date of Birth, Gender)(Required)

Your Financial Goals & Objectives

Your Key Goals & Objectives

Retirement Planning

Savings Strategies

Investment Portfolio Review

Portfolio Management

Superannuation

Health Insurance

Personal Insurance - Life, TPD, Critical Illness

Estate Planning

Please outline the key areas you would like to discuss

Other Areas of Financial Advice

Please outline if there are any other personal finance areas that you would like to discuss that are not covered in the list of options above

Financial Concerns or Queries(Required)

What are your main concerns or questions about being an expat or your personal finance

Any Upcoming Personal Finance Changes?(Required)

Do you have any plans or are there any factors that within the next 12 months that may significantly change your current income or personal financial position?

Upcoming Changes

Do you have any plans or are there any factors that within the next 12 months that may significantly change your current income or personal financial position?

Estate Planning

Do You Have a Will In Place?(Required)

Do You Have a Power of Attorney (POA) In Place?(Required)

Your Personal Balance Sheet

Do You Have Superannuation In Australia?(Required)

Current Superannuation Details(Required)

Provider

Balance

Owner

Please list the details of your current superannuation accounts below

Superannuation Account Statements

Drop files here or

Max. file size: 256 MB.

Please upload your superannuation statements here. You can either drag them into the box below or click on upload and select the files one at a time

Do You Own An Investment Property?(Required)

Investment Property Details(Required)

Address

Former Primary Residence (Yes/No)

Ownership (Joint/Ind)

Ownership %

Cost ($)

Value ($)

Mortgage ($)

Lender

Annual Rent ($)

Please outline the key details for your investment property

Do You Own Any Other Investments?(Required)

Other Investment Details(Required)

Investment Type

Name

Ownership %

Value ($)

Do You Have Any Cash At Bank?(Required)

Cash At Bank Details(Required)

Provider

Currency

Balance

Please outline the details of your current cash balances

Personal Insurance

Do You Currently Have Health Insurance?(Required)

Health Insurance Details(Required)

Provider

Family / Individual

Employer Benefit?

Please outline the details of your current health insurance policy below

Do You Currently Have Other Personal Insurance?(Required)

Personal Insurance Details(Required)

Type of Cover

Provider

Amount of Cover

Premium ($)

Please outline the details of your current personal insurance policies below

Please upload your insurance policy statements

Drop files here or

Max. file size: 256 MB.

Your Risk Profile

Measuring your attitude and tolerance for investment risk is critical in determine an appropriate investment strategy. Please answer each of the questions below:

1. The percentage of my net worth/monthly income I am considering investing/saving is:(Required)

2. My time horizon for spending the investment I am about to commence is:(Required)

3. The considered investment will not need to be accessed at short notice as my financial situation is relatively stable:(Required)

4. I understand that volatility/risk can provide opportunities for greater return however I prefer investments, such as bank deposits, that demonstrate a consistent return even if this could cause my asset to depreciate over time due to inflation.(Required)

5. In February 2018 stock markets fell by over 10 % globally in less than a week. If you had the money to invest and these circumstances were to repeat themselves would you increase your holdings even if the future prices of these assets were unknown.(Required)

6. Consider two different investments, A and B: • Investment A provides an average annual return of 3% with a minimal potential fall in the value of the original investment (the principal). • Investment B provides an average annual return of 7% but the value of the original investment (the principal) may decline 20% or more in any year. How would you choose to invest your retirement savings in these two investments?(Required)

7. If you had to choose one of the investments below, which would it be:(Required)

Third Party Authority

To ensure that we can provide you with the right personalised financial advice there may be times that we require the services of a third-party (such as estate planning, health insurance or superannuation advice). Do you provide your consent for the information provided here, as well as what is collated through the course of the advice process, to be shared with the relevant third party on an "as needed basis"? Please note that this will always be disclosed to you prior to the sharing of information.

Phone

This field is for validation purposes and should be left unchanged.

Personal Profile Form