Financial Planning Questionnaires
We use the following questionnaires in our practise. It saves both of us time and it helps us to get accurate information so we can give proper and more extensive advice. If you are new to you may want to start with just the retirement assessment questionnaire, you can always complete the others later if you like.
View a sample assessment here
- Retirement Assessment Pre Retirement – Complete this questionnaire if you have not already retired and would like a quick retirement assessment
- Retirement Assessment Post Retirement – Complete this questionnaire if you have retired and would like a quick retirement assessment
- Financial Planning questionnaire – Use this questionnaire if you would like a more complete plan. You may also complete the retirement assessment first and then submit the financial planning questionnaire at a later date.
- Additional Parties Questionnaire. If you have children, parents or someone else that is connected to you financially and you would like to include them in the plan please complete this questionnaire
Complete these questionnaires if you would like to take a more holistic approach to financial planning