Client Tools

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).
About You Questionnaire
Complete our ‘About You Questionnaire’ to help provide insight into your current financial position. (New clients).
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.
© Copyright Parkworth Financial Solutions 2014
Parkworth Financial Group Pty Ltd (ABN 50 892 581 186) [t/a Parkworth Financial Solutions] is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd (ABN 47 097 797 049) AFSL and Australian Credit Licence No. 236523.

Information published on this website has been prepared for general information purposes only and not as specific advice to any particular person. Any advice contained in this document is General Advice and does not take into account any person's particular investment objectives, financial situation and particular needs.

Before making an investment decision based on this advice you should consider, with or without the assistance of a qualified adviser, whether it is appropriate to your particular investment needs, objectives and financial circumstances. Past performance of financial products is no assurance of future performance.

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.
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