Financial Health Check

Please take a couple of minutes to complete this short questionnaire prior to your meeting, which is designed to help us identify how we can better support our valued client's

Personal Details

Name

First

Last

Date of Birth

Telephone

Email

Address

Line 1

Line 2

City

State

Postcode

Country

1. Personal Risk Strategy – Your 'Back-Up' Plan

1.1 - If your income was to stop due to sickness or injury, will you still be able to afford your mortgage / rent, or pay your ongoing expenses / bills for as long as needed?

YesNoNot Sure

1.2 - If you were to die prematurely or become seriously ill / injured, are you certain that your family would be left with enough assets to:

- Clear all debts?

YesNoNot Sure


- Have an income to live off?

YesNoNot Sure


1.3 - Do you have Life, TPD, Trauma and / or Income Protection insurance cover in place?

YesNoNot Sure

If Yes, provide the existing amount of cover you have below:


Life cover

TPD Cover

Trauma Cover

Income Protection

When was the last time this cover was reviewed?

Within the last 12 months1-2 Years agoMore than 2 years ago

2. Investment Strategy - Your 'Wealth Creation' Plan

2.1 – Are you happy with your current financial position?

YesNo

2.2 – What type of investments do you currently have?

PropertyShare PortfolioCash/Term DepositManaged FundsSuperannuationOther

2.3 – Do you currently have a mortgage or investment loan(s)?

YesNo

When was the last time this cover was reviewed?

Within the last 12 months1-2 Years agoMore than 2 years ago

2.4 – Are you happy with your current lender, your current interest rate, or the fees and charges you are currently paying for your loan(s)?

YesNoN/A

2.5 – Have you ever considered utilising the equity in your home for building wealth through investments?

YesNoN/A

2.6 - How much money will you need to earn from your investments to become FINANCIALLY INDEPENDENT? (Only working because you want to, not because you have to)

$ per annum

2.7 - How much money do you want to earn from your investments to become FINANCIALLY FREE? (To live the life you want, when you want)

$ per annum

3. Super & Retirement Strategy – Your ‘Golden Years’ Plan

3.1 – When would you like to retire?

Age:

3.2 – What income would you need if you were retiring today, assuming your children have moved out from home and your debts are all paid off?

$ per annum

3.3 – Are you absolutely certain that your current superannuation and investments will be enough for you to retire when you want, with sufficient income to do the things you want to do?

YesNoNot Sure


3.4 – Do you have more than one superannuation fund?

YesNoNot Sure


3.5 – Are you aware of how your superannuation fund(s) are invested?

YesNoNot Sure


Additional Notes:

Thank you for taking the time to complete this questionnaire