|
You should highlight areas of need and then
prioritise
|
|
|
SELF
|
SPOUSE/PARTNER
|
|
Income to continue in the event of death
|
Objective / Priority
|
Objective / Priority
|
|
Income to continue in the event of disability
|
Objective / Priority
|
Objective / Priority
|
|
Income to continue in retirement
|
Objective / Priority
|
Objective / Priority
|
|
Repayment of debt in the event of death
|
Objective / Priority
|
Objective / Priority
|
|
Repayment of debt in the event of disability
|
Objective / Priority
|
Objective / Priority
|
|
Repayment of debt before retirement
|
Objective / Priority
|
Objective / Priority
|
|
Payment of taxes at death
|
Objective / Priority
|
Objective / Priority
|
|
Provision for children's/ grandchildrens' education
|
Objective / Priority
|
Objective / Priority
|
|
Increased income from investments and savings
|
Objective / Priority
|
Objective / Priority
|
|
A higher level of savings
|
Objective / Priority
Objective / Priority
Objective / Priority
|
Objective / Priority
Objective / Priority
Objective / Priority
|
|
Estate Planning, including tax/wills
|
Objective / Priority
|
Objective / Priority
|
|
Retirement Planning
|
Objective / Priority
|
Objective / Priority
|
|
Investment Planning
|
Objective / Priority
|
Objective / Priority
|
|
Other eg specific requirements such as planning for wedding
|
Objective / Priority
|
Objective / Priority
|
|
Increasing current net spendable income
|
Objective / Priority
|
Objective / Priority
|
|
Current tax rate
|
Objective / Priority
|
Objective / Priority
|
|
Reducing current tax liabilities
|
Objective / Priority
|
Objective / Priority
|
|
Existing Budget - brief details
|
|
Existing Financial Plans - brief details
|
print
this page