Book Consultation | Financial Advisers New Zealand - EnableMe

Page 1

First Name *

Last Name *

Email *

Mobile Number *

Where do you live? *

How did you hear about us? *

Please select campaign *

Please provide more details *

Is this enquiry in relation to *

Page 2

Email:

Mobile Number:

Click the 'CONFIRM' button to continue, or click 'CHANGE' button to edit your details.

Page 3

How would you describe your money personality? *

How would you describe your partners money personality? *

Tick which of these describe your situation best: *

How would you describe your situation? *

Page 4

How old are you? *

What is your employment status? *

In how many years do you wish to retire? *

Do you want to develop a strategy for retirement? *

How many employees, excluding yourself do you employ? *

What is your estimated annual turnover? *

$0 $1.5m+

$

How old is your partner? *

What is your partners employment status? *

In how many years does your partner you wish to retire? *

How many employees, excluding your partner, do they employ? *

What is your estimated annual turnover? *

$0 $1.5m+

$

How many dependents do you have? *

Do you intend to pay for your children's education? *

Page 5

What is your pre-tax income? *

What is your combined pre-tax income? *

Do you own property? *

How many? *

Total property value *

$0 $4m+

$

Total mortgage debt *

$0 $4m+

$

Do you want to pay your mortgage off faster? *

What are you property goals? *

Do you want to develop a strategy to grow wealth? *

Do you have any savings? (Excluding KiwiSaver) *

How much? *

$0 $150k+

$

How much have you saved in the last 12 months? *

$0 $150k+

$

Will you have access to funds in the next 12 months? *

How much will you have access to? *

$0 $150k+

$

Do you have any short term debt? (Credit cards, hire purchase etc) *

How much? *

$0 $75k+

$

Do you want to prioritise paying off short term debt? *

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