Initial meeting confirmation with Aspire Retire

Thanks for booking your discovery meeting. Please take a few minutes to complete our short questionnaire below.

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To get the most out of this meeting, please take a few minutes to complete our short questionnaire. This will help us prepare for our meeting and make the most of our time together.

Questionnaire

"*" indicates required fields

Step 1 of 4

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First name*

Last name*

Email*

Privacy*

I agree to the privacy policy.

We're a relationship business that is built on referrals from others for the good work that we do. There's a good chance we already know a family member, colleague, or friend of yours.

This is why we take your privacy and the security of your financial information very seriously. So, before we go any further, we'll need you to confirm you understand and accept our Privacy Policy.

Date of Birth

DD slash MM slash YYYY

Residential address*

Street Address Suburb State Post Code Country

Is your postal address the same as your residential address?*

Yes

Postal address

Street Address Suburb State Post Code Country

Do you have a partner?*

Yes

Are you comfortable with us sharing and discussing your own personal financial details with your partner?

Yes

Tick this box to agree and consent to us sharing and discussing your personal financial details with your partner.

Partner's first name*

Partner's last name*

Partner's gender

Male

Female

Other

Other gender

Partner's date of birth

DD slash MM slash YYYY

Partner's phone number

Partner's email

Does your partner have a different residential or postal address*

Yes

Partner's address

Street Address Suburb State Post Code Country

Is their postal address the same as their residential address?

Yes

Partner's postal address

Street Address Suburb State Post Code Country

Anything else you would like us to know?

We like doing our homework. So, please tell us as much (or as little) as you like about yourself, what you're challenges are, ways you think we may be able to help, or anything else that we might like to know.

Phone

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

Your adviser

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Our location

You can find our contact details and location below.

1300 66 77 02 myadvisor@aspireretire.com.au Head office
Level 6, 345 Ann Street
Brisbane QLD 4000

Aspire Retire Pty Ltd
ABN 61 104 563 733
AFSL 301712

Head office
Level 6, 345 Ann Street
Brisbane, QLD, 4000

GPO Box 320
Brisbane, QLD, 4001

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This information is of a general nature only and has been provided without taking account of your objectives, financial situation or needs. Because of this, we recommend you consider, with or without the assistance of a financial adviser, whether the information is appropriate in light of your particular needs and circumstances. The views expressed in this website are the opinions of the authors at the time of writing and do not constitute a recommendation to act. All information referenced are believed to be accurate at the time of compilation and is provided by Aspire Retire in good faith. However, the use of this website is at your sole risk. Aspire Retire does not make any representation or warranty as to the quality, accuracy, reliability, timeliness or completeness of material in the site or material in websites linked to this website.