Sonas Wealth - About You Questionnaire

Your savings & investments (tick all that apply)*

You know how much you have in savingsYou know your current home loan / savings interest rateYou could get by with no income for 3-6 monthsYou have a budget - you know what you earn and spendNone of the above

Do you have any investments? (tick all that apply)*

Can you provide a little more detail on the values of your investments?

e.g Shares $50k, Investment Property value $650K and Mortgage $200K

Your super (tick all that apply)*

You know where your super /pension currently isYou know how your super/pension is investedYou know how much you have in super and pensionYou know how your super/pension is performingYou know how many super/pension accounts you haveNone of the above

Can you provide a little more detail on the values of your Super and Pensions?

e.g REST Super $250k for me, Mercer Super $350K partner

Do you want to upload any Superannuation Statements, Investment Portfolio Reports or Insurance Schedules?

It's ok if you don't want to upload anything at this stage.

Your personal risk insurance (tick all that apply)

You have Life insuranceYou have Income Protection insuranceYou have Trauma / Critical Illness insuranceYou have Total & Permanent Disability (TPD) insuranceOne or more of the above insurances are outside your superNo personal risk insurance / you're not sure

Other financial stuff (tick all that apply)*

You have excess money you'd like to investYou are currently saving to buy your first homeYou have a plan to actively minimise tax and investYou would like some guidance on what to do with your moneyYou are looking for a professional referral (solicitor, mortgage broker, buyer's agent etc.)You don't have at least one of the following: Will, Enduring Power of Attorney, Binding Death Benefit Nomination (super)None of the above

On a scale of 0 - 10, how do you feel you manage your budget, cash flow and paying your bills?*

0 = Terrible... 5 - Not going backwards, but not really getting ahead either... 10 = There's no room for improvement. I have a sound banking structure. I know how much I earn and spend. My bills are paid on auto pilot. I always have a predictable surplus. I have a healthy emergency fund of 3+ months' expenses..

What about your debts? Do you feel in control of them?*

0 = Drowning in debt... 5 - I'm keeping on top of my debts, but that's all... 10 = I have no bad debt.

How confident are you with your current investment strategy?*

0 = I have no investments... 5 = I have some investments, but not as much as I should... 10 = I can live off my investments and no longer need to work.

How well do you manage your tax affairs and take advantage of government benefits?*

0 = I have no idea... 5 - I rely on my accountant... 10 = I get what I'm entitled to and have a clear tax strategy.

How do you rate your knowledge of superannuation and retirement planning?*

0 = What is super? 5 - I know how my super is tracking... 10 = I understand how super works and have everything set up and on track.

If illness or injury prevented you from working, or you pass away, do you have enough money to sustain you / your family long-term?*

0 = I / we would be stuffed... 5 - I / we wouldn't last a couple of years... 10 = I / we would be fine. I've taken full responsibility for my situation and have a plan.

How confident are you in your current estate plan?*

0 = Estate what..? 5 = I have a will or beneficiary nomination for super, but no legal or financial advice... 10 = Up to date will (with expert advice), power of attorney, medical directive and correctly structured binding death beneficiary nomination through super - Also have business succession plan (if a business owner)

Have you had a thorough review of your financial situation in the last 2 years?*

YesNo

About You Questionnaire

An overview of your current situation - please tick all that apply

A few final questions...

What are the things that matter most to you? What do you want to achieve by working together?

Your level of commitment