SuperGuide: Lead Step 1 of 10 10% How old are you? 18-29 30-39 40-49 50-59 60-69 Over 70 What type of advice are you looking for?You can select more than one. Investing Superannuation SMSFs Tax Insurance Loans Retirement planning Retirement income Estate planning Aged care How far from retirement are you? More than 5 years 2-5 years Within the next 2 years Are you looking for help with a single issue, or do you looking for a comprehensive financial plan that fully takes into account your personal situation, needs and financial goals? Single issue Comprehensive plan What is the approximate value of all your financial assets (including your super and the equity in your family home)? Less than $500,000 $500,000 to $1 million $1 million to $2 million $2 million to $5 million More than $5 million What is your approximate household income before tax? Less than $50,000 $50,000 to $80,000 $80,000 to $120,000 $120,000 to $180,000 $180,000 to $250,000 More than $250,000 Would you like to meet online or face-to-face? Online (e.g. Facetime, Whatsapp, Skype) Face-to-face Either Email Phone Name First Last Δ
