Pre Strategy Session Questionnaire

Describe in your own words what you would consider are your good money habits. (E.G. I always save 10% of my income and don't dip into this for normal expenses)

Describe in your own words what you would consider are your bad money habits. (E.G. I am always buying things on sale even when I don't really need them)

Please provide details of all current net income amounts, the frequency received and the source of each income stream

Please provide details of your current mortgage or rent payment and the frequency these payments are paid

Apart from your mortgage/rent do you have other debt commitments. These are such things as personal loans, credit cards, car loans etc.

If you answered yes to the above question please enter details in this section. Amount owing, payment amount and frequency, who to.

Without going back over bank statements please list below all the expenses you can think of. E.G. Power $250 month, Food $300 week.

Do you have any anticipated events planned in the next 24 months that will involve financial requirements? E.G. Overseas holiday, major renovations, change of employment plans, starting a family etc.

If you answered yes to the above question, lease provide details explaining what these are, expected costs and anticipated dates or timeframes.

If there is any other information you wish to share or believe would be important for me to know, please place in the area below.

Below are listed the key areas that a strategy session is designed to provide information about. Please select which is your highest priority to understand.

Below are listed the key areas that a strategy session is designed to provide information about. Please select which is your next highest priority to understand.