FORMS
To get started with Executive Wealth Solutions, please download each of the forms below and save them to your computer. Then complete each form and save. Once completed return these forms to us via email, along with any additional paperwork. We will be in contact with you very soon.
Please Note – The security of your personal information is of the highest priority to us. EWS conforms to federal privacy laws and any information you supply is held strictly private and confidential.
Take The First Step On Your Journey To Financial Security & Peace of Mind
- We will explore what your future could be
- We will explain our unique approach to get results
- We will show you the next steps for your financial success
Frequently Asked Questions
How secure is the personal information I provide?
We take the security of your personal information seriously. All data is stored and managed using industry-standard encryption and security protocols. We adhere to strict confidentiality policies and comply with Australian privacy laws to ensure your information remains protected.
What happens to my personal information if I don’t go ahead with advice?
If you choose not to proceed, your personal information will be securely stored for a limited period in accordance with regulatory requirements. If you would like your details removed, you can request deletion, and we will ensure your information is disposed of securely.
Is my personal information kept private and confidential?
Yes, confidentiality is a priority. Your information is only used for the purpose of providing financial advice and is never shared with third parties without your consent, except where required by law.
What should I do if I have any concerns about privacy or security of information?
If you have any concerns, please contact our team directly. We are committed to addressing any privacy-related queries promptly and transparently to ensure your confidence in our processes.
How do I get started with Executive Wealth Solutions?
Download and complete our Data Collection Form, Risk Profile Form, and Expense Planner from our website. Once submitted, we’ll arrange an initial meeting to discuss your financial goals and outline the next steps.