Peoplebank does not provide financial advice of any kind to contractors. However, we do have an exclusive partnership with BDO Wealth Management who specialise in providing independent, high quality wealth creation and financial planning advice to contractors.

Simply complete this form to learn more about how BDO Wealth Management can help you to achieve your financial and lifestyle goals.

Please note: This information will be treated as confidential by BDO Wealth Management and will not be passed onto any person at Peoplebank.

Name

Address

Date of Birth

Email

Phone

 Home: Mobile: Work:

Preferred Contact

Occupation

Gross Annual Salary

Other Taxable Incomes i.e. Rent, Dividends

Please list your / family assets and their approximate value and any liabilities (debts) associated with these assets.

Assets

Liabilities

Amount

Monthly Repayments

Home (Residential)

Mortgage

Investment Property

Investment loan(s)

Cash

Car loan(s)

Term Deposits

Credit cards

Shares

Personal loans

Superannuation

Other loans

Other

      

Do you have insurance and if so what is the approximate level of cover

Insurance Type

Level of Cover $

  

Insurance Type

Level of Cover $

Death

  

Total & Permanent Disablement

Income Protection

  

Trauma
 

Employment Structure

Do you have any issues with respect to the environment, society, governance, ethics or labour standards that you would like BDO to consider in providing investment advice

What are your main objectives / reasons for contacting BDO? (Please tick the relevant boxes)

Build investment portfolio

Reduce debt

Retirement planning

Tax planning

Superannuation

Insurance

Purchase Investment Property

Other

    

What are your major lifestyle events and financial changes you anticipate in the future eg. Move to bigger house, overseas holiday, commence family etc

Who is your Peoplebank Account Manager?