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Home
Services
Who we help
About
- About us
- Meet Alec
Articles
Get in touch

Chat confirmation

Your complimentary initial chat booking has been confirmed. Please complete the questionnaire below prior to your appointment.

Preparing for your appointment

Thanks for booking a chat with us. We’re really looking forward to learning about your situation and how we can help.

So that we can make the best use of your time, we do ask that you complete a quick questionnaire which takes less than 5 minutes to complete.

Please also read through the Financial Services Guide and Privacy Policy which can be found on our Important Information page.

If we can assist you with anything at all in the meantime, please call us on 1800 383 563.

Questionnaire

What is your first name?(Required)

What is your surname?(Required)

What is your email address?(Required)

What is your number?

What is your date of birth?(Required)

DD slash MM slash YYYY

What category best describes your current work situation?

Home duties

Tradesperson

Professional

Executive

Business owner

Other

If other, please provide details

Do you have a partner for the purposes of financial advice?(Required)

Yes

What is your partner's first name?(Required)

What is your partner's surname?(Required)

What is your partner's email address?(Required)

What is your partner's number?

What is your partner's date of birth?(Required)

DD slash MM slash YYYY

What category best describes your partner's current work situation?

Home duties

Tradesperson

Professional

Executive

Business owner

Other

If other, please provide details

Have you received financial advice before?

Yes

How much gross combined income do you make each year (including any net investment income)?

Less than $100,000

$100,000 to $199,999

$200,000 to $299,999

$300,000 to $500,000

More than $500,000

How much gross income do you make each year (including any net investment income)?

Less than $100,000

$100,000 to $199,999

$200,000 to $299,999

$300,000 to $500,000

More than $500,000

What is your approximate net asset position (assets minus liabilities)?

Less than $100,000

$100,000 to $299,999

$300,000 to $599,999

$500,000 to $1,000,000

More than $1,000,000

Do you have one or more children?

Yes

Do you own your home or currently renting?

Own

Renting

Do you have any investment properties?

Yes

Do you currently have a portfolio of either shares or managed funds?

Yes

Have you ever taken out personal life insurance policies beyond what your superannuation fund provides?

Yes

Do you have more than two superannuation funds?

Yes

Do you currently have any entities such as a trust or a company?

Yes

Have you ever spoken to a lawyer about your estate planning?

Yes

Your adviser

Alec Berry

Director & Financial Adviser

To me, financial planning is about making your money work for you, freeing you up to enjoy life's great moments.

Read bio

Our location

You can find our location and contact details below.

1800 383 563 connect@enginefs.com.au Level 19, 10 Eagle St
Brisbane QLD 4000

Engine Financial Services Pty Ltd
ABN 59 673 634 565
Authorised Representative No. 1308305

Beryllium Advisers
ABN 30 646 510 769
AFSL 528250
Level 3, 54 Jephson Street
Toowong, QLD, 4066

Services
Who we help
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About us
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Important information
Financial Services Guide
Privacy policy

The information and advice contained on this webpage and website has been prepared for general information purposes only and does not take into account your personal objectives, financial situation or needs. It is not intended to provide commercial, financial, investment, accounting, tax or legal advice. You should, before you make any decision regarding any information, strategies, or products mentioned on this website, consult a professional financial advisor to consider whether it is suitable and appropriate for you and your personal needs and circumstances. Product Disclosure Statements contain information necessary for you to make a decision whether or not to invest in financial products mentioned on this website. You should also obtain and read this document prior to proceeding with any decision to purchase a financial product. Although every effort has been made to verify the accuracy of the information contained in this document, Engine Financial Services, its officers, representatives, employees and agents disclaim all liability (except for any liability which by law cannot be excluded), for any error, inaccuracy in, or omission from the information contained in this document or any loss or damage suffered by any person directly or indirectly through relying on this information.