Fact Finder

Before North West Financial Services makes any recommendations to our clients we need to 'know our client'. This is a requirement under the Corporations Law.

The way we achieve this is by having the client fill in a confidential Fact Finder document, that gives us information such as:

  • names
  • ages
  • incomes
  • expenses
  • assets
  • liabilities

It is this information that we use to make our recommendations.

Please email us at info@nwfs.com.au to obtain a copy of this document.