Client Questionnaire

Income

1.1 Is your income enough – ie do you have surplus? Can you pay your living expenses with cash to spare?
—Please choose an option—YesNo
1.2 Could you have surplus income if a budget or accountability was part of your financial discipline?
—Please choose an option—YesNo
1.3 Is the income “tax efficient “? Do you think that you are paying too much tax?
—Please choose an option—YesNo
1.4 Do you have enough money to meet unforeseen life challenges?
—Please choose an option—YesNo

Investments

2.1 Do you have an investment plan that extended at least five years into the future?
—Please choose an option—YesNo
2.2 What are your wealth goals (ie meeting children’s education costs)? Are they retirement based, debt reduction based, leverage based or none at all?

2.3 Do you know what your retirement income needs to be, to (at least) maintain your lifestyle that you have now? Do you know what that equates to, as a balance in super (or investments), at age 65?

Debt

3.1 Do you know the difference between good and bad debt?
—Please choose an option—YesNo
3.2 Do you have the right balance of leveraging (mix of assets and debt), or are you a victim of a lazy balance sheet (ie not enough debt)?

3.3 How often to do calculate your net asset position (assets less debt) to find out if you are going forwards or backwards?

Your Details

Name

Email

Phone Number