First Name Last Name Email

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 – my financial adviser hasn’t shown me lately?

Question 3

How many weeks of your typical month in retirement are FULLY funded by your current plans (based upon your proposed date of retirement until your projected life expectancy)?

First week only

Two weeks

All four weeks

I don’t know – help me to find out

Question 4

Does your current life assurance pay you immediately to stay at home on the diagnosis of a serious illness – or would you have to go to work whilst seriously 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

All of our children

I have no idea – please conduct an investigation at no expense

Question 6

Do you have a valid Will which has been updated in the last 5 years?

Yes

No

Please arrange for a review