Financial health check

I authorise Gardiner Hall & Co to provide the following information to their licenced associates, (Keystone Wealth Advice & Legendary Finance). This is solely for the purpose to contact me should they identify an opportunity that would be beneficial to my current financial position. I understand this data will be used for general advice only and no other personal information will be provided to these associates without formal consent.

Your details

Existing Loans

Owner OccupierInvestment PropertyBusiness and Commercial Loan

Existing Personal Risk Insurance


Life and Total & Permanent Disability (TPD) Cover

Super FundSelf

Any OccupationOwn OccupationNot Sure

SteppedLevelNot Sure

Income Protection Cover

Super FundSelf

14 days30 days90 daysOther

2 years5 yearsTo Age 65Other

SteppedLevelNot Sure