Remote Insurance Interview checklist

All Sapience Financial Forms are in PDF

Checklist for your Insurance Application phone interview

This document is used by our insurance clients to prepare for a life insurance application over the phone or by Skype remotely

  • This checklist is designed to save you time and outline the information you'll be asked to provide during your remote interview with your Sapience Financial Adviser.

Home loan application checklist & budget

Our Mortgage Checklist & Budget form

Getting ready to apply for a home loan?

Here's our document checklist and family budget template outlining the necessary supporting paperwork you'll need to apply for a home loan (and the general reasons why).

  • Tick off the list of documents as you collect copies of them, and
  • Fill out a copy of the family budget

The more you get to understand the process and how it will affect you financially, the more confidence you'll have in your financial decisions.

This is an interactive PDF so you can fill it in online and save a copy to print out.

SMSF liquidity worksheet

Our Mortgage Checklist & Budget form

Annual SMSF liquidity assessment worksheet

SMSF (Self Managed Superannuation Fund) trustees have strict requirements to monitor and assess the liquidity of the SMSF for the benefit of its members.

  • We provide annual liquidity assessments for SMSF Trustee clients and use this worksheet to help them prepare and pre-assess their own position.
Need to learn more? Watch our video interview SMSF Trustee Liquidity Requirements.

Ongoing Fixed Business Expenses checklist

Sapience cient Fixed Busienss Expenses form

Ongoing Fixed Business Expenses Checklist

This document is used by our insurance clients to help check their ongoing fixed business expenses for Business Expenses insurance purposes.

  • This checklist is designed to save you time and outline the information you'll be asked to provide during your interview with your Sapience Financial Adviser.
This is an interactive PDF so you can fill it in online and save a copy to print out.

Quick Family Financial Goals checklist

Sapience Quick Family Financial Goals checklist

Quick Family Financial Goals checklist

This document can be used to start your thinking about financial goals - small, medium and large - and how to see them in a timeline and saving timeline. It's a great way to begin to create a habit of writing goals down and displaying them in a regular place like the fridge.

  • This checklist will help gather some of your financial thinking before you speak with your Sapience Adviser on strategies to help get there sooner.
This is an interactive PDF so you can fill it in online and save a copy to print out.

Transfer and Manage my Existing Insurance service request

All Sapience Financial Forms are in PDF

Client and policy details for our Transfer and Manage Your Existing Insurance Policy service

This document is used by our insurance clients to enable us to take over an existing (usually abandoned) insurance policy to manage for them.

  • Contact us if you have any questions completing this form.
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