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Client Tools

For all clients, new clients and current clients we have a questionaire and a free health check you can take now that will give you a snapshot of your current financial position

For All Clients

For New Clients

For Current Clients


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5 Minute Financial Health Check

Take our ’5 Minute Financial Health Check’ for a quick guide to your current financial condition.
(New and current clients).
Take the Health Check Now
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About You Questionnaire

Complete our ‘About You Questionnaire’ to help provide insight into your current financial position.
(New clients).
Complete the Questionnaire
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Changes Questionnaire

Complete our ‘Changes Questionnaire’ to let us know of any changes in your life that should be considered in your existing Financial Plan.
Complete the Questionnaire

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Contact Information

Address:
112 Mt Pleasant Road
Belmont VIC 3216

PO Box 872
Belmont VIC 3216

Phone: (03) 5245 7731
Email:reception@dfpadvisory.com.au

Australian Finance Services
Licence Holder No. 221235

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This information is of a general nature only and has been provided without taking account of your objectives, financial situation or needs. Because of this, you should consider whether the information is appropriate in light of your particular objectives, financial situation and needs.
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