Life Aspirations Questionnaire
Devan King - Financial Adviser - Suite 3, 338-340 Darling St, Balmain NSW 2041 - 0402 644 491 -devan@ikigaiwealth.com.au
Client
First Name
Last Name
Describe for me where you are right now in terms of your finances? What made you book this session?
If you could wave a magic wand, how would you like your circumstances to be different? Where instead do you want to be? What sort of results would you like to be achieving?
Do you have any specific goals you would like to plan for?
What is the biggest challenge right now you are facing in reaching your financial goals?
What areas of your finances, do you believe you need help with?
If you worked with a planner, what would you like to achieve in the first 12 months for you to feel like to process was valuable?
Imagine a life where money was no constraint. You have enough money to do or be whatever you desire. What would your life be like under such a situation? How would it change? What would you do? Let yourself go and describe this life.
If you could change 3 things about your life, what would you change?
You go to the doctor for a check up and he tells you you have a terminal illness and you only have 24 hours to live. HOW DO YOU FEEL? Don’t focus on what you would do, focus on your feelings. What would you leave incomplete in your life? What would you have changed about your life? What will you miss?
Who is your superannuation with? What is the estimated balance? Do you know how it is invested?
Please list any assets outside superannuation and provide rough details (Cash, shares, property etc.)
Ikigai Wealth Pty Ltd ABN 96643 384 007 is a Corporate Representative of Synchron AFS Licence No 243323
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