Discovery Second Meeting – Adviser Form

Please provide as much information as possible below

Step 1 of 3

Adviser To Fill Out
Client Email Address
Financial Adviser
Ahead of this meeting

1. Enter the details you have from the Discovery Form into Planolitix
2. Complete the goals table below using the information you already have
3. Complete any other fields you already know and tick off if they are in Plano
Depending on scope

• Review the client’s budget
• Review their current insurance policies
• Ask them to gather their mortgage details
Client Summary
Please confirm the following client details from the discovery form below.
Main Contact Name
Main Contact Last Name
Main Contact Occupation
Main Contact DOB Input
DD slash MM slash YYYY
Hidden
Main Contact Age
Partner Input
- Just me
- My partner and I
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.
Partner Name
Partner Last Name
Partner Occupation
Partner DOB Input
DD slash MM slash YYYY
Hidden
Partner Age
Hidden
Home Property Value
Hidden
Home Mortgage Value
Hidden
Net Home Property Position
Hidden
Investment Property 1 Address
Hidden
Investment Property 1 Value
Hidden
Investment Property Mortgage 1 Value
Hidden
Investment Property Net Position 1 Value
Hidden
Investment Property 2 Address
Hidden
Investment Property 2 Value
Hidden
Investment Property Mortgage 2 Value
Hidden
Investment Property Net Position 2 Value
Hidden
Investment Property 3 Address
Hidden
Investment Property 3 Value
Hidden
Investment Property Mortgage 3 Value
Hidden
Investment Property Net Position 3 Value
Hidden
Investment Property 4 Address
Hidden
Investment Property 4 Value
Hidden
Investment Property Mortgage 4 Value
Hidden
Investment Property Net Position 4 Value
Hidden
Main Contact KiwiSaver Provider
Hidden
Main Contact KiwiSaver Fund
Hidden
Main Contact KiwiSaver Balance
Hidden
Partner KiwiSaver Provider
Hidden
Partner KiwiSaver Fund
Hidden
Partner KiwiSaver Balance
Introduction
Today is about collecting all the information we need to understand your situation and goals so we can write your financial plan. This will also help us provide you with a scope of advice at the end of the meeting.
Before I jump into the agenda for today did you have any questions, or have you had any changes to your situation?
Answer and Notes
Goals
We have already touched on your goals and objectives, but I just want to spend some time refining and prioritising them to make sure we are clear about what we want to achieve. Before we do that..
Dependents
Do you have any children?
- Yes
- No
Do you plan to have children in the near future?
How many, and how old are they?
Do you have any other dependents?
- Yes
- No
Does this have an impact on your financial situation?
Additional Notes
Okay, based on what you’ve already told me, your goals are…

Complete the table below to form SMART goals using the information you already have and further details from the client. Examples of common goals include early retirement, passive income, purchasing a home, supporting children (e.g. first home, uni fees, weddings), and travel.
Goal One - What?
Goal One - When
Goal One - How Much
Goal One - Why
Goal Two - What?
Goal Two - When
Goal Two - How Much
Goal Two - Why
Goal Three - What?
Goal Three - When
Goal Three - How Much
Goal Three - Why
Goal Four - What?
Goal Four - When
Goal Four - How Much
Goal Four - Why
Goal Five - What?
Goal Five - When
Goal Five - How Much
Goal Five - Why
SMART Goal One
SMART Goal Two
SMART Goal Three
SMART Goal Four
SMART Goal Five
Let's prioritise these goals. Not everything may be feasible, so it's important to determine which are most important to you.

Please copy and paste goals above in order of priority.
Goals in priority
Please rank goals in order of priority from the smart goals above.
Are there any additional factors we should consider when formulating your investment plan? This could include anticipated life changes or any personal or financial circumstances that may impact your goals.
Additional Notes

Save and Continue Later

Portfolio	Average Annual Return	Expected Return Range - Upper	Expected Return Range - Lower
A	5.5%	17%	-8%
B	6.5%	20%	-11%
C	7.0%	25%	-15%
D	7.5%	30%	-20%
E	8.5%	34%	-24%

Portfolio	Average Annual Return	Expected Return Range - Upper	Expected Return Range - Lower
A	5.5%	17%	-8%
B	6.5%	20%	-11%
C	7.0%	25%	-15%
D	7.5%	30%	-20%
E	8.5%	34%	-24%

Services

Learning Hub

Services

Learning Hub

Discovery Second Meeting – Adviser Form

Please provide as much information as possible below

Step 1 of 3

Adviser To Fill Out

Client Summary

Introduction

Goals

Planolitix

KiwiSaver

Savings & Investments

Investment Offering

Mortgage & Projects

Income & Lump Sums

Expenses

Investment Property

Insurance

Other