What’s inside the Financial Planning Proposal.
8 pages with real content in place. Rewrite them, reorder them, or add your own.
- 1Page 1Cover: the outcome as the title, the household’s next forty years as a timeline (school, the home loan, work and retirement, with milestones), who it is for and from, and the licence line
- 2Page 2Summary: what isn’t working today, the four goals with their numbers, the balance sheet and monthly surplus, the recommended service with each fixed fee and the first-year total, and the next step with dates
- 3Page 3Where you are today: what they own and owe with net worth, monthly take-home pay and spending with the surplus, the super funds and insurance they hold, and what is working and what isn’t
- 4Page 4What we’ll plan: seven areas in scope (cash flow, debt, school fees, super, investments, insurance, estate-planning referral), each with the question it answers, what isn’t included, what the Statement of Advice will contain and how we model
- 5Page 5How we’ll work: six dated steps from the first meeting to the plan in place (proposal and FSG, fact find and risk profile, research, the Statement of Advice meeting, implementation), what we need at each, and the document checklist
- 6Page 6Ongoing service: what each year includes (two reviews, the June super check, insurance and portfolio reviews, a tax-time pack, calls and email), the year as a calendar, renewal only by consent, and what it doesn’t cover
- 7Page 7Fees: each fixed fee with GST, the first-year total, when each payment falls, the fee against what you hold, how we’re paid and our conflicts, and the product costs paid to others
- 8Page 8Important information and agreement: licence and adviser numbers, the general advice warning, the best-interests duty, ongoing-fee consent, complaints and AFCA, compensation and privacy, then signatures and three dated next steps
When to use it.
Financial Planning Proposal is an 8-page proposal and engagement for financial advisers taking on a new household, written here for an Australian practice and a family of four. It opens with the family’s next forty years on one timeline, then summarises their goals and sets out what they own, earn and spend, the planning scope, the six steps to a plan in place, the ongoing service, and fixed fees with GST and a payment schedule. It closes with the disclosures an adviser must give before advising and a page to sign. Every figure is calculated, so totals agree throughout.
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Make it yours in four steps.
Open it in Proposals and work through it, or let Docsiv AI do the first pass with your details.
- Step 1
Change the household’s names, ages, goals and dates on the cover; the timeline redraws.
- Step 2
Replace the assets, pay and spending with the figures from your discovery meeting.
- Step 3
Edit the scope, steps and ongoing services to match how your practice works.
- Step 4
Set your fees and payment dates, then check the disclosures against your licensee’s FSG before you send it for signature.
Start from the Financial Planning Proposal now.
Questions about this template.
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Is the Financial Planning Proposal template free?
Yes. Create a free account and it opens in Docsiv's Proposals app, ready to edit and share. The Free plan includes every Docsiv app and 500 AI credits a month.
Can I change the colours, fonts and text?
Yes, all of it. The template uses Source Serif 4 and Source Sans 3 with #ffffff, #3f5a6b, #e6edf1, #1f2428, #7d8489, and you can change any of them, rewrite every word and add or remove pages.
What can I export it as?
Proposals in Docsiv offers: Proposal pages, PDF and HTML exports. Once it's saved, you can also share it with a link.
Can Docsiv AI write the financial planning proposal for me?
Yes. Tell Docsiv AI about the client or project and it can draft the content in this template's style, which you then review and edit. AI uses credits; the Free plan includes 500 a month.
Can my client sign it?
Yes, on Pro and Team: send the proposal for e-signature from Docsiv and follow it under Signatures. Pro sends 40 a month and Team has no limit.
Start your proposal with Docsiv AI
Describe the client or the project and Docsiv AI writes a first draft of your financial planning proposal for you to edit, share and send.