Fact Finder

“I never thought I'd be the sort of person to have a financial plan. Now that I have one, I can't imagine why I didn't get advice sooner!.”

MFA Client

Providing some information about yourself will enable us to start analysing your financial situation before your first meeting with us.

This will save you time, and enable us to focus more specifically on your needs during our time together. The information you provide will be kept confidential, and used only to better prepare for your first meeting.

None of the following information will be provided to any other persons or businesses.

Please fill out the Fact Finder by printing the document found at the link below. The questions will take about 30 minutes to answer. You can fax or post the completed Fact Finder to the following:

Fax: 61+3 9832 0914

Post: Suite 240, 29 Milton Parade Malvern Victoria 3144 Australia

Download Fact Finder (436KB PDF Format)