Lighthouse Accounting Discovery Call - Adviser Form

Introduction

Client Email Address

Adviser

Client Summary

Partner Input

This is an automated field if the discovery form has been filled out. If the discovery form has not been completed, please complete this to show all the partner fields.

Just me
My partner and I

Main Contact Name

Main Contact Last Name

Main Contact Occupation

Main Contact Salary

Hidden

Main Contact Date Of Birth

Hidden

Main Contact Age

Partner First Name

Partner Last Name

Partner Occupation

Partner Salary

Hidden

Partner Date Of Birth

Hidden

Partner Age

Client Property Summary

Home Address

Home Property Value

Home Mortgage Value

Net Home Property Position

Investment Property 1 Address

Investment Property 1 Value

Investment Property 1 Mortgage

Investment Property 1 Net Position

Investment Property 2 Address

Investment Property 2 Value

Investment Property 2 Mortgage

Investment Property 2 Net Position

Investment Property 3 Address

Investment Property 3 Value

Investment Property 3 Mortgage

Investment Property 3 Net Position

Investment Property 4 Address

Investment Property 4 Value

Investment Property 4 Mortgage

Investment Property 4 Net Position

Introduction

Hi there, it's Matt Harris. I'm an Accountant from Lighthouse Financial.

I'm calling because you enquired about Accounting through our website

The purpose of my call is to see if we can help you today.

Before we get started, where have you heard about Lighthouse before?

Thats great to hear!

Not only can we can help with implementation with our team of Accountants, we also have a team of Mortgage Brokers and Financial Advisers that all work together to help you achieve your goals. We've helped over 4,000 clients nationwide using this approach.

As a part of our service, I'll see if we can help you in any other areas that could be optimised.

In regards to Accounting, what can we help with today?

What Kind Of Advice Are You Providing?

Business
Property
Other

What Kind Of Work Is Required?

Annual Tax Returns
GST Returns
Recurring Jobs
Adhoc Jobs
Accounting Software

Annual Returns

First Year Completing

Number Of Tax Returns Required

Quote

Additional Notes

GST Returns

Are they GST Registered?

Yes
No

Are we completing the GST return?

Yes
No

What basis is required?

First Return Required

Quote

Additional Notes

Recurring Jobs

What Jobs Are Required

Payroll
Management reporting

First One Required

Quote

Additional Notes

Adhoc Jobs

What Jobs Are Required

IRD App
Company Setup
GST Registration

Timeframe Required

Quote

Additional Notes

Accounting Software

What Software Is It

Who Owns It And Has Access

Quote

Additional Notes

Wealth Opportunity

Wealth require the following for a pre-qualified lead:

Household income: Minimum $200,000 total household income

Wealth Prequalification - Total Household income

Do you have a formal financial plan?

Yes
No

If you don't have a financial plan we recommend all our clients have a complimentary discussion with a financial adviser about their situation.
This will have a significant impact on your financial well-being. A financial adviser will assist with:

- Setting clear goals
- Cashflow management
- Debt repayment
- Investment strategy including managed funds, Kiwisaver and property - Personal Insurance

A financial plan will give you a road map with clear actions and accountability to achieve your goals.

Refer To Wealth?

Yes
No

Mortgages Opportunity

Mortgages require the following for a pre-qualified lead:

Household income: Minimum $140,000 total household income

Less than 80% LVR on their owner occupied home or less than 70% on any investment property

Mortgage Prequalification - Total Household income

Are you looking to buy your first property soon?

Yes
No

Owner Occupied LVR %

Owner Occupied Potential Borrowing

Investment Property 1 LVR %

Investment Property 1 Potential Borrowing

Investment Property 2 LVR %

Investment Property 2 Potential Borrowing

Investment Property 3 LVR %

Investment Property 3 Potential Borrowing

Investment Property 4 LVR %

Investment Property 4 Potential Borrowing

It looks like you have enough income to purchase a property, would you like a complimentary discussion with our Mortgage team to see what options are available to you?

It looks like you have enough equity to purchase another investment property, would you like a complimentary discussion with our Mortgage team to see what options are available to you?

Refer To Mortgages?

Yes
No

Services

Learning Hub

Services

Learning Hub

Lighthouse Accounting Discovery – Adviser Form

Please provide as much information as possible below

Introduction

Client Summary

Client Property Summary

Introduction

Annual Returns

GST Returns

Recurring Jobs

Adhoc Jobs

Accounting Software

Wealth Opportunity

Mortgages Opportunity