About your personal financial profile
It is a requirement of our Financial Services License, which is issued by the Australian Securities and Investments Commission (ASIC), to ensure that we know your situation before giving any financial advice. The information contained within will allow your Financial Adviser to tailor financial advice for your individual situation, your risk profile and your goals
Completing the information will also assist you to clarify your financial situation and prepare your records for a detailed financial review. The PFP is a confidential document and this information is stored in a secure area. It is only available to your Financial Adviser and is not used for any purpose other than supporting you with your financial planning.
How to complete your personal financial profile
1. Use the download link below to download the form.
2. Fill in the form and return your completed and signed form to the Reply Paid postal address or to the fax number on the form. If you have received the form electronically you must print it out and sign it before sending it to us by mail or by fax.
Download personal financial profile form - Download here
Ready to get started?
If you're new to Hudson Financial Planning, get started by booking a consultation and ask about a life changing membership. Or if you're already a member, you can request a consultation with your adviser. Ask us about our non member services -
- Fee for service with a Financial Planner
- Hudson Insurance
- Hudson Finance
We teach that anyone with some fundamental knowledge, basic skills and a little self-discipline can become wealthy - without taking unrealistic risks.
What our members say ...My wife and I were fortunate to be introduced to "Hudson" before the end of the last century and have flourished despite Y2K, wars in Iraq, Janet Jackson's wardrobe malfunction, GFC, etc.
The biggest help was on the most basic issue - our budget. Before Hudson, we did not have a budget, though we had no trouble saving. Learning the method taught by Hudson opened our eyes to not only how much we spent, but where it all went. Even now that we are "fully invested" in shares and multiple residential properties, we still keep up our budgeting discipline.
Of course there are many other ways Hudson has assisted us over the years, and continue to help, but we cannot emphasize enough the essential nature of the budget to make sure we are on a sound footing to step out into the investment world and attempt to make our retirement dreams come true.