Client Fact Find — EPG Wealth
Client Fact Find
Secure & Confidential
EPG Wealth · Establish · Protect · Grow

Your financial
fact find

A complete picture, personalised advice.

This confidential questionnaire gives your EPG Wealth adviser everything they need to understand your financial world — so every recommendation is truly tailored to you.

01
Personal Info
~2 min
02
Assets
~3 min
03
Liabilities
~2 min
04
Superannuation
~3 min
Encrypted & handled under the Privacy Act 1988 (Cth).
Section 1 of 4

Personal Information

Only your email and mobile are required. Everything else helps your adviser prepare but is entirely optional.

Primary Client
Required.
Required.
A valid email is required.
A mobile number is required.
＋  Add Partner / Spouse Details ▾
Partner Details
Section 2 of 4

Assets

Approximate values are fine — your adviser will verify details with you. All fields optional.

Property
Enter each property separately — your adviser will link each one to its loan and rental income.
Cash & Savings
Shares & Managed Investments
Add each holding separately — include the name (e.g. CBA, Vanguard, RAIZ) and approximate value.
Cryptocurrency & Alternatives
Personal Assets
Section 3 of 4

Liabilities

We link each debt to its related asset so your adviser sees the full picture — net equity, gearing levels, and offset opportunities.

Home Loan / Primary Residence
Primary Home Loan Linked to: Primary Residence
Offset linked to: Primary Home Loan
Investment Property Loans
Add one row per property loan. Give each property a short name (e.g. "Smith St, Bondi") so your adviser can clearly map each debt to its asset.
Personal Debt
HECS-HELP & Tax
Debt Management Approach
How do you prefer to approach debt? Select one.
✓
Pay it off aggressively
Eliminate debt as fast as possible
✓
Balance debt & investing
Split surplus between both goals
✓
Minimum repayments only
Keep capital in growth assets
✓
I need guidance on this
Not sure what suits my situation
Section 4 of 4

Superannuation

Super is often your single largest asset. Understanding your position lets us identify strategies to help it work harder for you.

Your Super Fund
Give us a high-level breakdown of how your super is invested — e.g. “60% Australian shares ETFs, 20% international ETFs, 20% fixed income”. Approximate is fine.
＋  Add Partner / Spouse Super ▾
Partner Super
Give us a high-level breakdown of how your partner’s super is invested.
Retirement Goals
Noted — your adviser will focus on your current priorities. Retirement planning can always be revisited later.
Super Priorities
What are your key super goals? Select all that apply.
✓
Consolidate multiple funds
✓
Optimise my investment option
✓
Increase contributions
✓
Review insurance inside super
✓
Explore or review an SMSF
✓
Transition to Retirement (TTR)
✓
Set up a pension / income stream
✓
Not sure — I need guidance
Final Details