Financial Health Check-up

Transformative Wealth Mentors (Financial Health Check-up)

Empower Enable Enhance
Personal Information: Please provide your contact details so that we can provide financial health scores and comments.
First & Last Name*
Phone Number*
Pan Number*
E-mail*
Income & Expenses
Are you spending more than earn?*

NoYesNot sure

Do you pay your credit card debt in full each month? *

	1	2	3	4	5

1 is Never, 5 is Always

On a scale of 1 to 5, how comfortably are managing your mortgage payment? *

	1	2	3	4	5

1 is struggling, 5 is comfortably

If you had an unexpected Rs.5,00,000 expense would you be able to fund it?*

	1	2	3	4	5

1 is struggle, 5 is easily

Do you understand the difference between personal debt and investment debt?*

YesNo
Saving, Superannuation & Retirement
Do you have your Retirement Plan in place ?*

YesNoNot sureOther

Do you understand compound interest, diversification , the risks involved in investments ?*

	1	2	3	4	5

1 is No idea, 5 is Full bottle

Is your retirement plan on track to provide you with adequate income in retirement?*

	1	2	3	4	5

1 is Not sure, 5 is Cruising

Do you have life, home, contents, Motor vehicles insured?*

	1	2	3	4	5

1 is Uninsured, 5 is All covered

If you were unable to work for 6 months due to sickness or injury would run out of money?*

	1	2	3	4	5

1 is Big trouble, 5 is No trouble

Would your dependents be left in a sound financial position if you died unexpectedly?*

YesNoNot Sure
Estate Planning
Do you have up to date wills and enduring powers of attorney?*

YesNoNot sure
Have you nominated a death beneficiary for your superannuation?*

YesNoNot sure
Do you keep all of your important financial paperwork in one place?*

YesNo
Income, Expenses Score
Managing Debt Score
Saving, Superannuation & Retirement
Lifestyle Protection Score
Estate Planning
I would like more information about *

Income Protection and Life InsuranceSuperannuation and investmentTax PlanningBorrowing and debt managementManaging cash flow, Salary packagingEstate Planning
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Transformative Wealth Mentors (Financial Health Check-up)