Crue Invest | Financial Needs Analysis

  • Financial Needs Analysis

    In order for us to understand how we can be of assistance to you and meet your expectations, it would help us if you could answer the following questions in as much detail as possible:

  • UNDERSTANDING YOUR LIFESTYLE GOALS

  • About You

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  • Marital Status
  • Marriage date
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  • Are you a domestic or foreign politically exposed person?
  • Is your spouse / partner a domestic or foreign politically exposed person?

  • Personal Details

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  • Your Will

  • Do you have a Will?
  • Do you require a Will to be drafted?
  • Would you like to receive advice on a Living Will?

  • Your Dependants

  • Your Properties

  • Your Businesses

  • Would you like to receive advice on business succession planning?

  • Your Trusts

  • Your Medical Aid

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  • Would you like a comparative quote for gap cover?

  • Your Vehicles

  • Your Group / Employer Benefits

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  • Your Insurance Policies

  • Your Investments

  • Your Debts

  • Your Household Effects

  • Death Protection Goals

    In the event of death, would you like to ensure that there is sufficient liquidity in your estate to:
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  • Disability Protection Goals

    In the event of temporary or permanent disability, you would like to be able to:
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  • Critical Illness Protection Goals

    In the event of a critical illness, you would like to be able to:
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  • Estate Planning Goals

    Would you like advice on the following areas of estate planning?
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  • Saving & Investment Goals

  • Retirement Goals

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  • Your Budget

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  • Client Declaration

  • I/we hereby declare that, to the best of my/our knowledge, the information provided in this Financial Needs Analysis is accurate and represents a true and fair reflection of my/our current financial circumstances:

  • Your Declaration

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  • Your Spouse / Partner's Declaration (if relevant)

  • Date
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  • Should be Empty: