New Client Information

As a new client we will need to obtain some information for setting up your files.

It would help us if you were able to fill out one of the client questionnaire forms below before coming in for your first interview.

If possible, please return your form to us prior to the appointment via email, mail or fax. However, if this is not convenient, then please bring the form with you when you come to the interview.

Please right-click to download the form in one of the following formats:

Adobe PDF

Please print and return by fax to (08) 7221 3333.

Microsoft Word

Open the file in Word, fill out, and save as a new document.

Please email to:

Our Referral Policy

A referral from a friend or colleague is one of the best ways of finding the right adviser. Referred people also tend to become good clients.

When referring family or friends it is important that you know that the person that you are referring will be treated well. We assure that we treat each referral very seriously and treat everyone with respect.

All client referrals are treated on a no-obligation basis. We do not charge for our first meeting of up to one hour and there is no obligation placed on people to proceed any further than the initial meeting. We welcome the opportunity to meet with anyone who may benefit from our services.

We maintain strict confidentiality and will not discuss either party's situation unless we have prior approval from the respective parties.

We would be delighted if you would refer your family, friends and associates to us. All that is needed is for you to first check with them and then give us the appropriate contact details. We will take it from there.


© 2017 Goldings CA - 242 Glen Osmond Road, Fullarton, South Australia, 5063