Fact Finder
For Insurance Service
The Next Step – Fact Finder
To begin the process, we will need to ask you some questions about your current situation, goals, objectives, lifestyle and financial position. You will need to complete a document called a “Fact Find” which helps your financial planner get to know you and identify your specific requirements. The more information you supply to your financial planner, the more appropriate the advice you receive will be.
Download the attached Fact Finder
