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  • ABN: 27 134 225 791 // AFSL: 334028
  • 07 3366 9558
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    • Ten Simple Steps
    • Understanding you and your objectives
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Understanding you and your objectives

Step 1 of 5

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  • Please fill in our 10 minute questionnaire so we have a clear picture of your financial position, understand your personal situation and provide you with advice which meets your needs and objectives.

  • What are your Short-Term Objectives?

  • (Please rate 1-4 or N/A in order of importance, 1 being the least important and 4 being the most important)
  • Purchase a home

  • Buy a car

  • Complete household maintenance

  • Fund a holiday

  • Better manage your cash flow and budget

  • Start a regular savings program

  • What are your Long-Term Objectives?

  • (Please rate 1-4 or N/A in order of importance, 1 being the least important and 4 being the most important)
  • Fund children's education

  • Pay off debt

  • Protect your income

  • To be secure and comfortable in retirement

  • Protect your family and your estate

  • Structure your business for protection

  • Personal Details

  • MM slash DD slash YYYY
  • Partner

  • MM slash DD slash YYYY
  • Assets and Liabilities

  • Cash

  • Property

  • Property 1

  • Property 2

  • Property 3

  • Property 4

  • Investments

  • Investment 1

  • Investment 2

  • Investment 3

  • Investment 4

  • Superannuation

  • Liabilities

  • This is the number of Loans Including Mortgages, Personal Loans, Credit Cards, Store Cards and Private Loans with an outstanding balance.
  • Liability 1

  • Liability 2

  • Liability 3

  • Liability 4

  • Insurance

  • Life Cover

  • Total and Permanent Disability Insurance

  • Income Protectionr

  • Income

  • Nett amount after tax has been deducted
  • The Amount of Nett Rental Income from your Investment Property or other investments, pensions etc
  • Partner

  • Nett amount after tax has been deducted
  • The Amount of Nett Rental Income from your Investment Property or other investments, pensions etc if applicable.
  • Expenditure

  • Loan 1

  • Loan 2

  • Loan 3

  • Loan 4

  • Loan 5

  • Household Expenses

    How much are your average household expenses?
  • If so, how much?
  • This field is for validation purposes and should be left unchanged.
About Us

Fundamental Financial Planning provides a comprehensive range of services to assist you in achieving your financial objectives.

At Fundamental Financial Planning, we believe in designing and implementing strategies which best achieve your financial goals and objectives, without over-complication.

That is, we get the fundamentals right….

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  • About
  • Getting Started
    • Ten Simple Steps
    • Understanding you and your objectives
  • Services
    • Financial Advice
    • Superannuation
    • Investment Portfolio
    • Taxation Planning
    • Succession Planning
    • Estate Planning
  • Newsletter
  • Contact
  • Login
Our Services

We offer a range of services, here are a few of our main ones:

  • Financial Advice
  • Superannuation
  • Succession Planning
  • Investment Portfolio
  • Taxation Planning
  • Estate Planning

 

Read more here »

 

Contact Us

(07) 3366 9558
Mobile: 0439 66 9558
Fascimile: (07) 3366 9565
Facebook / LinkedIn

admin@fundamentalfp.com.au

Suite 5, 229 Waterworks Road
Ashgrove  Qld  4060

 

ABN: 27 134 225 791 // AFSL: 334028
Fundamental Financial Planning Pty Ltd © All Rights Reserved | Website by SBIM
  • About
  • Getting Started
    • Ten Simple Steps
    • Understanding you and your objectives
  • Services
    • Financial Advice
    • Superannuation
    • Investment Portfolio
    • Taxation Planning
    • Succession Planning
    • Estate Planning
  • Newsletter
  • Contact
  • Login
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  • Newsletter
  • ABN: 27 134 225 791 // AFSL: 334028