Thank You - Collins House

If you feel you’d like to provide comprehensive information, please complete the survey below:

Personal

First name * Last name * Your email * Your phone * How best to describe yourself Nature of enquiry

Estate Planning

Do you have a valid Will? YesNo Do you have a valid Powers of Attorney? YesNo

Household & Financial

What is your age? If you have a Partner, what is their age? If you own a Home, what is it worth? * How much is your mortgage (if any)? The total value of your bank accounts and Term Deposits. * The total value of your Combined Super/Account Based Pension accounts (if any)

Investments

What is the value of any other property, shares, and managed funds that you may own and what do you owe on them? Property (excluding your Family Home)* Shares (excluding Super)* Managed funds (excluding Super)* Total of Any Investment Loans *

Additional Information

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