Client Data Gathering
This section helps us understand your financial needs, current position, and planning preferences so we can tailor the right strategy.
Financial Need Analysis & Planning
Select the options that best describe your objectives.
Investment needs *
Do you need capital growth, income, or a combination of both? *
Based on your capital investment, how would you want to contribute? *
Please check the ‘Monthly’, ‘Annually’, ‘Lump sum’ blocks that you can add in any number.
Select this if you’re unsure about the frequency or amount right now.
For what period do you want and need to invest? *
Do you have an emergency fund? *
For any unexpected capital needs other than those mentioned above.
Lifestyle Assets
Capture vehicles, properties, leisure equipment, or other assets.
Asset 1
Local & Offshore Assets / Investments / Life Cover
Capture any business interests, retirement funds, policies, investments, or life cover.
Business interests
No business interests captured yet.
Retirement funds
No retirement funds captured yet.
Investment / Endowment policies
No investment policies captured yet.
Unit trusts / Share portfolios / Property / Cash
No investments captured yet.
Life cover / Buy & Sell agreements / Personal cover
No life cover captured yet.
Personal Cash Flow
Provide income details for both you and your spouse / partner (if applicable).
Pensionable salary / pension
Gross, monthly
Commission / Bonus
Gross, annual
Rental income
Monthly
Other investment income
Monthly
Self-employed business profit
Monthly
Other income
Monthly
Lifestyle & Estate Planning
Tell us more about your lifestyle costs, wills, trusts, and future plans.
Once you have retired or if currently retired, do you or will you be earning additional income through any other activities (for example: consulting in a similar industry, generating an income from a hobby, or any other income-generating activity?):
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