Address
Suite 302,7-9 Irvine Place,
Bella Vista NSW 2153
Affluens360 Wealth Management
Health Pre-Assessment Questionnaire
Pre-Assessment. To provide us with a clear understanding of your health, lifestyle and existing insurance arrangements, please complete our health pre-assessment questionnaire (approx. 10 minutes).
This pre-assessment allows us to have a more informed and productive discussion about your insurance needs from the outset. By identifying any potential premium loadings, policy exclusions, or special terms early in the process, we can provide more accurate advice and help minimise unexpected outcomes during the application stage.
What This Pre-Assessment Covers
Our pre-assessment questionnaire asks about your general health history, lifestyle factors, and any existing insurance policies you currently hold. This gives our advisers a fuller picture before your consultation, so the time we spend together can focus on what matters most — building a personal insurance strategy that genuinely reflects your circumstances and goals.
Completing this pre-assessment in advance also means fewer surprises later. Many clients find that early visibility into potential underwriting considerations gives them greater confidence and clarity as they move through the advice process with us.
Please answer each pre-assessment question honestly and as completely as possible. All information you provide will be handled with the strictest confidence in accordance with our privacy obligations.
Questions? Email wealth@affluens360.com.au
Important information: This document has been prepared by Affluens360 Wealth Management Pty Ltd ABN 46 152 465 462 for general information purposes only. It does not take into account your personal objectives, financial situation or individual needs. You should seek independent professional advice before acting. Affluens360 Wealth Management Pty Ltd ABN 46 152 465 462 is a Corporate Authorised Representative (No. 410582) of Advisory Circle Pty Ltd ABN 21 629 143 460 AFSL 513052. This questionnaire is a pre-assessment tool only, is not an application for insurance, and does not bind or guarantee terms with any insurer. All insurance recommendations remain subject to formal underwriting and require Authorised Representative approval before being provided to you as personal advice.