"*" indicates required fields X/TwitterThis field is for validation purposes and should be left unchanged.First name*Last name*Business Name*Office Address*Kindly include your suburb, city, state and postcode.Phone*Email* What are you using this valuation for?*How many owners of the business are there?*How many owners work in the business as an adviser?*How many full-time employees other than the owners?*How many part-time employees other than the owners?*Total New Business Revenue Amount Last 12 Months (ex GST)*However please gross up for any dealer and AFSL fee split.Advisor Service Fee Annual Revenue (ex GST)*However please gross up for any dealer and AFSL fee split.Annual Risk Renewal Revenue (ex GST)*However please gross up for any dealer and AFSL fee split.Annual Mortgage Broking Renewals (ex GST)*However please gross up for any dealer and AFSL fee split.Annual Other Recurring Revenue (ex GST)*However please gross up for any dealer and AFSL fee split.Estimate of Percentage of Client Groups/Households Paying Monthly*Estimate of Percentage of Client Groups/Households Paying Quarterly*Estimate of Percentage of Client Groups/Households Paying Annually*Estimate of Percentage of Client Groups/Households Paying Other*What would the profit of the business be, after all business expenses, if the owners working in the business were paid a notional salary incl. super of $150,000 each?*Total number of Client Groups/Households?*Number of fee paying Client Groups/Households?*Number of risk renewal only Client Groups/Households?*Percentage of clients who meet their adviser at the adviser's office or by video conference*Please enter a number from 0 to 100.Percentage of clients who meet the adviser at a location the adviser must travel too*Please enter a number from 0 to 100.Estimate of percentage of fees and risk renewals from client groups/households under age 65*Estimate of percentage of fees and risk renewals from client groups/households age 65 to 80*Estimate of percentage of fees and risk renewals from client groups/households over age 80*In most cases, are clients invested into shares directly, holding multiple stocks? (Not using a managed fund for shares)* Yes No This field is hidden when viewing the formHow are the majority of clients' investments managed?* Managed account Managed discretionary account service SOA and/or ROA Blend of the above Estimate percentage of clients whose investments are managed via managed account*Estimate percentage of clients whose investments are managed via managed discretionary account services*Estimate percentage of clients whose investments are managed via SOA and/or ROA*Please list funds under advice by platform*Platform Name$FUA Add RemoveClick the + icon to add / delete rows
