Client Survey

Question 1

If you accumulate as many NET assets in the NEXT five years as you just did in the LAST five years, are you going to be satisfied with your progress at that point?

  • Yes
  • No
  • I don’t know – show me more
Question 2

Is the difference between what you OWN and what you OWE getting WIDER, NARROWER or STAYING THE SAME?

  • Getting wider
  • Getting narrower
  • Staying the same
  • I don’t know – show me more
Question 3

How many weeks of your typical month in retirement are FULLY funded by your current plans (based on date of retirement until end of projected life expectancy):

  • First week only
  • Two weeks
  • Three weeks
  • All four weeks
  • I don’t know – help me to find out
Question 4

Does your current life insurance pay you immediately to stay at home on the diagnosis of critical illness – or would you have to go to work whilst critically ill?

  • Pays me to stay at home whilst recovering
  • I would still have to go to work
  • I have no idea – please evaluate my situation with no obligation
Question 5

How many of your children’s further education is going to be fully funded, based on your current financial plan:

  • 1 child
  • 2 children
  • 3 children
  • All of our children
  • I have no idea – please conduct an investigation at no expense
Contact Details