First Name*

The client’s given name.

Last Name*

The client’s surname.

Middle Name

Any additional given names.

Title

The client’s title (e.g., Mr, Mrs, Dr).

Preferred Name

The name the client prefers to be addressed by.

Gender

Select from Male, Female, or Prefer Not to Say.

Date of Birth*

The client’s birthdate (DD/MM/YYYY).

This field is no longer mandatory to create a client, you can create a client if you don’t yet know their birthday information.
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This information must be updated prior to creating advice however, as it will impact the results of other modules, such as Retirement Calculator, Cashflow and Digital Advice.

Age

Automatically calculated based on the date of birth.

Place of Birth

The city and country where the client was born.

Marital Status

Select the client’s marital status (e.g., Single, Married, De Facto).

Wedding Date

If applicable, enter the date of marriage.

A dynamic field that will be editable once you select the status as Married.

Residency Status

Select the client’s residency status from:

Tax File Number

The client’s TFN, required for tax reporting purposes.

For security, this field will be automatically hidden and can be made visible only upon selecting the hide/unhide button

Centrelink Number

The client's Centrelink reference number for government benefits (if applicable).

Driver’s Licence

The client’s driver’s licence number for identification verification.

Licence Expiry

The expiry date of the driver’s licence.

Employment Status

Select the client’s employment status (e.g., Full-Time, Part-Time, Self-Employed, Retired).

Occupation

Select the client’s occupation category.

Job Title

Enter the client’s specific job title.

Notes

A free-text field to record any additional information relevant to the client’s personal details.

Phone

The client’s phone number, prefixed with the country code (e.g., +61 for Australia).

Type

Specifies the phone number type (e.g., Mobile, Work, Home) and whether it is the preferred contact number.

Email

The client’s primary email address.

Type

Specifies the email type (e.g., Personal, Work) and whether it is the preferred email.

Client Other Address

Additional address details for the client (e.g., second residence, office).

Type*

Specifies the address type (e.g., Residential, Postal, Business, Other).

Default Postal Address

Indicates if this address should be used as the client’s primary mailing address.

Address

The full address including street name and number.

Suburb

The suburb or locality of the address.

State

The state or region (select from a predefined list).

Postcode

The postal code for the address.

Country

The country where the address is located.

Quick Action: Duplicate Address

Allows for quick duplication of an address for other contacts associated with the client.

Preferred Contact Method

Select the client’s preferred method of communication (Phone, Email, Mail).

Send Mail c/o

Option to send mail care of another contact or entity.

Subscribed to Newsletter

Indicates whether the client is subscribed to marketing or business newsletters.

Send Birthday SMS

Option to send automated birthday greetings via SMS.

Do Not Contact

Flag to indicate if the client should not be contacted for specific reasons.

Name*

The full name of the dependant.

Date of Birth*

The dependant’s birthdate (DD/MM/YYYY format).

Relationship*

Defines the dependant’s relationship to the client:

Dependant Until

Specifies an age or timeframe until which the individual is considered a dependant (e.g., until 18 years old or while studying).

Health Status

Records any medical conditions or health concerns relevant to the dependant.

Special Requirements

Captures any specific needs, such as disability support, educational requirements, or care arrangements.

Smoker

Select Yes or No to indicate smoking status.

Drinks Alcohol

Select Yes or No to indicate alcohol consumption.

On Medication

Select Yes or No to indicate if the client is currently taking any medication.

Previous Physical Ailments

Select Yes or No to indicate a history of medical conditions or physical ailments.

Family History of Illness(es)

Select Yes or No to indicate a family medical history of hereditary illnesses.

Existing Insurance Type

Select the current health insurance coverage: Hospital, Extras Only, Hospital & Extras, or None.

Made any claim on an insurance policy or worker’s compensation?

Select Yes or No to indicate if the client has previously made an insurance or worker's compensation claim.

General Health Condition

Select the client’s overall health status: Excellent, Good, Fair, or Poor.

Unit

Choose between Metric (CM/KG) or Imperial (FT/LBS) for height and weight measurements.

Height (CM)

Enter the client's height in centimetres.

Weight (KG)

Enter the client's weight in kilograms.

BMI

The Body Mass Index (BMI) will be automatically calculated based on the provided height and weight.

Activity Type

Record the client’s primary sports, fitness, or recreational activities.

Level of Participation

Select from: Social, Recreational, Competition, or Professional.

Other Interests & Hobbies

Record any additional hobbies or interests outside of structured activities.

Type

Select the type of entity Company/Trust

Name*

The registered name of the entity.

ABN

The Australian Business Number (ABN) for the entity.

Additional Details

Free-text field for any extra information relevant to the entity.

Entity Type

Additional Fields

Company

Includes shareholder details with a validation check to ensure ownership adds up to 100%.

Trust

Captures trustee and beneficiary details for structuring financial advice.

Total Consultants

Displays the total number of consultants recorded for the client.

Name*

The full name of the consultant.

Type*

Select the consultant type (e.g., Accountant, Lawyer, Financial Planner, Broker).

Firm Name

The name of the consultant’s firm or company.

Consultant To*

Specifies which client(s) the consultant is associated with (e.g., Client, Partner, Joint).

Authorized To Contact

Indicates whether you are permitted to contact this consultant.

Prepared*

Indicates whether a Will has been prepared (Yes/No/Undisclosed).

This will populate additional fields

In Place*

Specifies if a Power of Attorney (PoA) has been established (Yes/No/Undisclosed).

In Place*

Indicates whether an Advance Care Directive (ACD) is in place (Yes/No).

In Place*

Specifies whether a Guardianship arrangement has been legally documented (Yes/No).

Notes

A free-text field to record any additional information related to estate planning.

No Estate Planning Contacts Added

Displays if no estate planning contacts have been recorded.

Add Estate Planning Contacts

Option to add key estate planning contacts, such as lawyers, executors, or trustees.

🌱Retirement Planning

Plan for financial security in retirement.

🏡Buy Home

Save or plan financing for a new home purchase.

📱Buy Lifestyle Asset

Acquire high-value assets such as a car, boat, or electronics.

🐷Emergency Fund

Build a financial safety net for unforeseen expenses.

❤️Insurance Needs

Ensure adequate protection through insurance planning.

🎓Children’s Education

Save and plan for education expenses.

✈️ Travel

Budget for domestic or international trips.

👰Wedding

Plan and save for wedding expenses.

💳Credit Card Loan

Manage and reduce credit card debt.

🎯Custom Goal

Define a personalised financial goal.

Goal Objective & Description*

A brief explanation of the goal, outlining what the client wants to achieve.

Amount ($)

The estimated cost or savings target required to achieve the goal.

Priority*

Select the importance level of the goal (e.g., High, Medium, Low).

Term

Select the timeframe for achieving the goal (e.g., Short-term, Medium-term, Long-term).

Target Date

The specific date by which the client aims to complete the goal.

Year to Complete

The estimated year in which the goal should be achieved.

Status*

Tracks the progress of the goal (In Progress, Achieved, On Hold, Not Started).

Notes

A free-text field for any additional details or relevant comments about the goal.

Risk Profile

Records the client's investment risk tolerance, helping determine appropriate asset allocations.

Income

Captures all sources of income, including salary, rental income, dividends, and passive income.

Expenses

Tracks ongoing expenses related to lifestyle, liabilities, and investments.

Superannuation

Documents super fund details, contributions, balances, and beneficiary nominations.

Insurance

Records insurance policies, including life, income protection, TPD, and trauma insurance.

Next Review Due By

The scheduled next review date for the client’s financial plan.

Last Review Date

The date of the most recent review conducted for the client.

Review Frequency

Defines how often the client is reviewed (e.g., Yearly, Bi-Annually).

Client Start Date

The date the client was onboarded into the system.

Last Contact Date

The most recent interaction with the client.

Last SoA Date

The date of the last Statement of Advice (SoA) provided to the client.

Field

Description

Adviser*

The primary adviser assigned to the client.

Adviser Group

The advisory group or practice managing the client.

Secondary Adviser Name

A secondary adviser involved in the client’s management.

Client Category

Categorisation of the client (e.g., High Net Worth, Retiree, Business Owner).

Status

Defines if the client is Active or Hidden in the system.

Client Service Manager

Name of the Client Service Manager (CSM) responsible for this client.

FSG Version

The Financial Services Guide (FSG) version applicable to this client.

Referred By

Records who referred the client to the practice.

Relationships

Displays any associated relationships (e.g., spouse, dependants, business partners).

Account Codes

Stores relevant account codes linked to the client’s financial records.