Client Fact Find
MD Private Wealth — The Money Doctor
Please complete the required fields marked with an asterisk. If you are unsure about any optional
information, leave it blank and we can discuss it together. Your draft is saved in this browser on this
device, so you can come back and finish later. When you press Send my fact find it goes directly
to your adviser.
1. About you
2. Your partner
Do you have a spouse or partner?
3. Children & dependants
Include children, grandchildren or anyone you support financially.
4. Your income
5. Your risk profile
Seven questions about your time frame, your priorities, and how you would react
to a fall. There are no right answers — the honest one is the useful one. Your profile
shows on the bar below as you answer, so it stays visible once the questions are folded away.
The seven questions0 of 7
Answer all seven to see your profile.
Some of your answers suggest different priorities. Your adviser will discuss these with you before recommending an investment approach.
Choose a different profile from the one scored
6. Your cash flow — conscious spending plan
What comes in and goes out — estimates are fine. Open only the spending categories that apply to you; each one shows its yearly total even when folded.
Take-home pay fills in automatically from the salary you enter in section 4 (after tax, Medicare levy and offsets, 2026–27 resident rates — assumes no HELP debt). Use the "how often" dropdown to show it weekly, fortnightly, monthly or annually — the amount converts for you. Overwrite it if your actual pay differs.
Take-home pay fills in automatically from the salary you enter in section 4 (after tax, Medicare levy and offsets, 2026–27 resident rates — assumes no HELP debt). Use the "how often" dropdown to show it weekly, fortnightly, monthly or annually — the amount converts for you. Overwrite it if your actual pay differs.
| Money in | How often | Amount |
|---|
Leave it blank to itemise below instead. Either way is fine —
a reasonable estimate is fine, and you can come back to the detail later.
Income $0per year
Expenses $0per year
Surplus / deficit $0per year
7. Your super funds
8. Things you own (assets)
9. What you owe (liabilities)
10. Your current insurance
Life, TPD, income protection or trauma cover — inside or outside super.
11. Your retirement plans
12. Anything else?
MD Private Wealth is the trading name of The Money Doctor Private Wealth Pty Ltd, ABN 87 700 043 876.
The Money Doctor Private Wealth Pty Ltd is a Corporate Authorised Representative (No. 001322900) of Lionsgate Financial Group Pty Limited, ABN 92 140 591 484, AFSL 342766.