Lifestyle summary

Lifestyle Summary Questionnaire

We empower people to make the best decisions so that they can live life with peace of mind.
For us to start developing your investment strategy, we will need to understand your current financial position and future financial goals. Please provide answers and submit this document to us as soon as possible.
Personal Details
Name

TitleFirst NameLast Name
ID / Passport number
Nationality
Birth Date

DayMonthYear
Marital status
If married or in a civil union: Property regime
Mobile Number
Format: 000-000-0000.
Home Number
Format: 000-000-0000.
E-mail address
example@example.com
Residential address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Spouse's Details
Personal Details

PrefixFirst NameLast Name
ID / Passport number
Nationality
Birth Date

MonthDayYear
Dependents

List your dependents

What is your current budget

Rows	Amount	Frequency
Living Expenses per month (excluding the expenses listed seperately below and investment contributions)
Bond repayments (Own home)
Bond repayments (Rental property)
Education
Replace motor vehicles (lum sum amount added over and above the trade-in value)
Supporting parents, siblings or other family
Purchase of property
Holidays
Other

Upload Budget (Optional)

If you have your own budget already set up. Please upload the file here.
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Income Details

Source of income

Type of income (excluding rental income)

Please tell us about your share portfolios, unit trusts, money market accounts, overseas investments and savings accounts

Please tell us about your endowments, pension and provident funds, retirement annuities, preservation funds and living annuities

Please tell us about your properties

Mortgage details

Tell us about your policies, group life and disability cover

Questions on current and future lifestyle
Do you have any liabilities that you have not detailed as yet? E.g. credit card, overdraft etc. If yes, please provide amount, nature and settlement date.
Are you planning any other major capital purchases? E.g. a boat, hobbies etc. If so, when and how much will it cost if you bought it today?
Are you going to earn any income from part-time employment in retirement? If yes, how much and for how long? Use present values)
What motivated you to contact us? Are there any matters with which we can help you?
What are your hobbies/interests?
Additional comments

Investment statements (Optional)

Please upload your current investment statements where available.
File Uploads

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Lifestyle Summary Questionnaire