Financial planning Translating goals and dreams into financial needs July 10, 2016 Mark Please complete the questionnaire by filling in the fields below, then simply click the submit key, and it will be emailed to our experts! * indicates required field Name:* Email:* Translating goals and dreams into financial needs: Do you have cash for unexpected emergencies? yes no Is your debt under control? yes no Which of the following areas have you already provided for? Life Cover Disability Cover Severe Illness Cover Pension or Provident Fund Retirement Annuity Short-term Insurance Medical Cover Savings and Investments Savings and Investment Planning Do you want save for any of the following specific goals? Buying a house/second house Starting a business Taking an overseas holiday Other Would you like to provide for your children/dependants in the following areas? School fees University fees Other Protection Planning Do you and your family have enough protection in the following areas? Life Cover Funeral Cover Disability Cover Severe Illness Cover Do you need to insure your personal assets?(eg. house, car, etc) yes no Do you belong to a Medical Aid? yes no Do you need top-up cover for major medical expenses? yes no Do you need to insure continuity within your business? yes no Would you like more information about managing capital? The impact of inflation The impact of taxation Determining your risk profile and understanding your approach to risk Portfolio diversification so that you don't have all your eggs in one basket A mix of asset classes(cash, equities, bonds, properties) Exposure to local and offshore markets Retirement Planning Do you think your current plans will provide for a financially secure retirement? yes no Would you like to learn more about your retirement benefits in the following areas? Pension fund Provident fund Retirement Annuity Other Do you forsee yourself buying a retirement home? yes no Do you plan to sell business assets at retirement? yes no Estate Planning Do you have a current will? yes no In the event of your death, do you have a plan to preserve your family's wealth? yes no Have you considered the following? Reducing Estate Duty Calculating Capital Gains Tax Calculating Donations Tax Trust Strategies Have you planned for the smooth transition of assets in the event of your death? yes no Personal Assets Business Assets
