Financial Advice Questionnaire

The following questions are designed to help you understand what your level of financial competency is and what issues you can have resolved by working with a Financial Adviser.

1. How do you rate your ability to manage your money?

 Poor
 Average
 Good

2. How well do you understand financial concepts such as risk and return?

 Poor
 Average
 Good

3. Have you ever written down any personal or financial goals?

 Yes
 No

4. Have you ever prepared a household budget?

 Yes
 No

5. After paying all your monthly bills do you have money left over?

 Yes
 No

6. Are you contributing to KiwiSaver?

 Yes
 No

7. Are you and/or your family adequately protected should you die prematurely or become physically incapable of earning an income?

 Yes
 No

8. Do you have an up to date will?

 Yes
 No

9. Do you think you are paying more tax than you should be?

 Yes
 No

10. Do you know how much money you need to save for your retirement?

 Yes
 No

Taking the time to complete this brief questionnaire should give you a better understanding of what areas your Financial Adviser will cover at your initial consultation. These questions are but a few of the key issues that solutions will be provided for should you proceed with a financial plan.   Complete this form and your local DecisionMakers office will contact you to discuss the results.

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