About this template
A fact find questionnaire is an essential diagnostic tool used by financial planners, advisors, and professional service providers to build a complete profile of a new client's financial situation, goals, and personal background. This comprehensive template helps you capture critical details—from basic personal and citizenship information to employment history, income streams, living expenses, assets, debts, and insurance coverage—all in one structured workflow.
Whether you are conducting a full financial health check, preparing advisory recommendations, or onboarding new wealth management clients, gathering accurate data upfront saves valuable time and ensures compliance and thoroughness. Using Doc2Form, you can instantly turn this comprehensive questionnaire into a clean, easy-to-complete Google Form that clients can fill out securely from any device.
Designed to reduce back-and-forth emails and eliminate paper clutter, this form collects nuanced details about both primary applicants and partners, including dependants, estate planning status, and risk profiles. Streamline your onboarding process and start every client relationship with clear, organized data.
Key features
- Capture comprehensive personal, family, and citizenship details in a single form
- Collect detailed breakdowns of assets, liabilities, income, and living expenses
- Record insurance, estate planning, and health history for thorough advisory work
- Easily include partner and dependant information for joint planning sessions
- Fully customizable in Google Forms to match your firm's exact advisory process
Use cases
Initial financial planning consultations and wealth management onboar…
Initial financial planning consultations and wealth management onboarding
Insurance needs analysis and risk assessment reviews
Estate planning and legal advisory preliminary data collection
Comprehensive client portfolio reviews and annual updates
What this form collects
- Full Name (Short answer)Enter your first, middle, and last name as shown on official identification.
- Date of Birth (Date)Please enter your date of birth.
- Gender (Dropdown)Select your gender identity.
- Mobile Number (Short answer)Enter your primary contact phone number including area code.
- Email Address (Short answer)Enter the email address where we can send documents and updates.
- Residential Address (Paragraph)Provide your current street address, city, state, and postal code.
- Citizenship Status (Multiple choice)Select your citizenship status.
- Citizenship & Visa Details (Paragraph)If applicable, please provide details regarding your residency visa subclass and expiry date.
- Relationship Status (Dropdown)Select your current relationship status.
- Partner Included in Advice (Multiple choice)Will your partner or spouse be included in this advisory process?
- Partner Full Name (Short answer)If including a partner, enter their full legal name.
- Partner Date of Birth (Date)Enter your partner's date of birth.
- Financial Knowledge & Confidence Rating (Linear scale)Rate your overall understanding of financial concepts and investing (1 = Beginner, 5 = Expert).
- Primary Advice Motivation (Paragraph)What is your main objective in seeking advice at this time?
- Employment Status (Dropdown)Select your current employment arrangement.
- Occupation & Weekly Work Hours (Short answer)Describe your current occupation and approximate weekly work hours.
- Planned Retirement Age (Short answer)At what age do you ideally plan to retire?
- Income Details (Paragraph)List your primary income sources and approximate annual pre-tax amounts.
- Annual Living Expenses Estimate (Short answer)Provide a realistic estimate of your total annual household living expenses.
- Assets List (Paragraph)List major assets you own (e.g., primary residence, investment properties, vehicles, cash accounts, shares).
- Debts & Liabilities List (Paragraph)List all current debts (e.g., mortgages, car loans, credit card balances, personal loans) including approximate balances and lenders.
- Insurance Details (Paragraph)List any existing insurance policies you hold (e.g., life, TPD, trauma, income protection, health insurance).
- General Health Rating (Linear scale)Rate your current overall health status (1 = Poor, 5 = Excellent).
- Smoker Status (Multiple choice)Do you currently smoke or use tobacco/nicotine products?
- Will in Place Status (Multiple choice)Do you currently have a valid, up-to-date Will?
- Power of Attorney Status (Multiple choice)Do you have an enduring power of attorney established?
- Additional Important Information (Paragraph)Please share any other details, upcoming life changes, or specific concerns you would like us to know.
- Acknowledgement Date (Date)Enter today's date to confirm the submission of this fact find questionnaire.
FAQ
What is a fact find questionnaire used for?
It is used by financial advisors, planners, and consultants to gather a complete and accurate picture of a client's financial standing, goals, assets, liabilities, and personal background before providing professional advice.
Can I customize the questions in this Google Form template?
Yes. Once you generate the form using Doc2Form, you have full access within Google Forms to add, remove, or edit any questions to fit your specific practice or regulatory requirements.
Is this form suitable for couples and families?
Yes. The template includes dedicated sections to capture partner details, dependant information, joint assets, and shared financial goals alongside individual data.
How do my clients access and submit the form?
You can simply share the Google Form link via email or embed it on your secure client portal. Clients can complete it seamlessly on desktop, tablet, or mobile devices.
Get this form in your Google Drive
Save a copy to your Google Drive with one click (uses 1 credit). Or build from a PDF or description in the app.