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.

Retirement Assessment 

View a sample assessment here 

Financial Planning

  • 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

  • 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

Life Planning

Complete these questionnaires if you would like to take a more holistic approach to financial planning 

  • Values – What is important to you? Are you using your money to support your values? 
  • Financial Attitudes – This is how we make sure our advice matches your modus operandi when it comes to money?