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Personal Information
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Questionnaire
Do you have a formal plan to achieve your financial and lifestyle goals?
Are you confident there will be no significant changes in your employment, income sources or benefits over the next three years?
Would you be able to manage financially if your income dropped or expenses increased by 15% for six months? (e.g. new baby, job change ill health)
Have you set up your finances so they save you money, minimise your tax and maximise opportunities to grow your wealth?
Do you have adequate insurance in place to protect your key assets, and provide for your family? (e.g. vehicles, home and contents, Income Protection, Life, TPD, Trauma)
Are you free from financial stress? (i.e. are rent and/or debt repayments less than 25% of your gross income)
Do you know what you need to have (in assets/net worth) to be financially independent?
Are you maximising your superannuation returns with the best structure for your personal circumstances?
Do you take care of your health and diet?
In the event of an accident, ill health or death do you and your partner have your personal affairs in order? (e.g. wills, power of attorneys, advance care directive)