FREE REPORT

Your Contact Details

Date:

05/06/2020

First Name

Surname

Mobile

Your Income

What is your Gross Household income?

What is your Employment status

How much can you save per month?

Your Current Situation

What is your main goal?

What is your Residency status?

What is your Credit History?

How many years until you retire?

What is your Investment Risk profile?

Your Property - Home

How much is your Home worth?

How much is your Home Loan debt?

What is your current Home Loan interest rate?

Your Property - Investment

How much is your Investment Property worth?

How much is your Investment Property debt?

What is your current Investment Loan interest rate?

Your Other Assets & Liabilities

How much cash or savings do you have in the bank?

How much is your Share Portfolio worth less debt?

How much do you owe on your credit cards?

How much do you owe on personal loans?

How much Superannuation do you have?

Your Current Life

What is your life like now?

What is your goal in life?

What is stopping you from your goals?

How do you rate your life today?

Rate from 1 – 10 with 10 being best and 1 being worst

How long has you been feeling like this?

years