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Your Risk Fact Find

This is where good advice starts. The more accurately you complete it, the more tailored our recommendations can be. It takes about 15 minutes, and your answers save automatically on this device as you go.

Step 1 of 10

About you

Let’s start with your personal details so we know who we’re advising.

Is this a joint application?
Choosing “Yes” adds matching partner fields through the form.
Your details
Required.
Required.
Required.
Enter a valid email.
Required.
Step 2 of 10

Dependants

Anyone who relies on you financially — children or others. This shapes how much cover you may need.

Step 3 of 10

Employment & income

Your income is usually your most valuable asset — and the one most worth protecting.

Your employment
Required.
Step 4 of 10

Income, expenses, assets & liabilities

A picture of your household finances helps us size your cover so debts can be cleared and your family maintained. Approximate figures are fine.

Monthly cash flow (household)
Assets (approx. value)
Liabilities (approx. balance owing)
Step 5 of 10

Existing & previous insurance

Tell us about any cover you already hold — inside or outside super — so we can review it rather than duplicate it.

Insurance budget
Step 6 of 10

Health & lifestyle

Insurers consider your health and lifestyle when assessing cover. A general picture now helps us recommend realistically.

About your health
Step 7 of 10

Medical disclosure

Please answer honestly — accurate disclosure protects your ability to claim later. You can keep detail brief here; we’ll discuss specifics confidentially.

General
Medical conditions checklist

Do you (or your partner, if applicable) currently have, or have you ever had, any of the following?

ConditionYou
Condition details

For anything ticked “Yes” above, add brief details here.

Step 8 of 10

Doctors & professional advisers

Who looks after your health and your affairs? This helps us coordinate where needed.

Your GP
Specialist (if any)
Professional advisers
Step 9 of 10

Your objectives

What matters most to you? This tells us what your protection plan needs to achieve.

Step 10 of 10

Review & submit

Please check your answers below. You can jump back to any section to make a change.

Consent & declaration
We don’t collect tax file numbers, bank account or card details through this form — those are handled separately and securely. The information here is used solely to prepare your advice and is treated confidentially.
Please tick all three declarations to submit.
Required.

Thank you — your Fact Find is on its way.

We’ve received your details and will be in touch shortly to talk through your protection plan. If anything’s urgent, call us or send a message via the contact page.

Life Protector is a trading name of Weal Par Pty Ltd (ABN 70 169 190 461), holder of Australian Financial Services Licence No. 474805. The information on this website is general in nature and does not take into account your personal objectives, financial situation or needs. It is not personal financial advice. Before acting on any information you should consider its appropriateness, read the relevant Product Disclosure Statement and Financial Services Guide, and seek advice tailored to your circumstances.