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Financial Planning Questionnaire Form – Pre-Retirees
Preparing for retirement
"
*
" indicates required fields
Do you have a partner?
*
Yes
No
What is your age?
*
< 50
51-55
56-60
61+
What is your partner's age?
*
< 35
36-45
46-55
55+
Have you defined your retirment goals (when you would like to retire, reduce work, how much income you will need, types of holidays and lifestyle)
*
Yes
No
Partially
Comment
Do you have a strategy that will ensure you have sufficient assets to meet your retirement goals?
*
Yes
No
Unsure
Are you generating a monthly surplus income?
*
Yes
No
Do you have an investment property?
*
Yes
No
Will you be utilising the income from your investment property in retirement?
*
Yes
No
Do you believe you have sufficient insurance if something happened to you or your partner (if applicable)?
*
Yes
No
Are you making extra contributions to superannuation?
*
Yes
No
Do you feel that you are maximising your current financial position?
*
Yes
No
Untitled
Untitled
*
Email
*
Untitled
*
Email
This field is for validation purposes and should be left unchanged.
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