Financial Health Check

Take control of your future with our quick, goal‑focused questionnaire. Designed to highlight strengths and uncover opportunities, it gives you a clear snapshot of your financial wellbeing and the steps needed to secure lasting success.

1. Basic Questions

Do you have a will / have done estate planning?

Yes No

Do you have any life cover or insurance cover?

Yes No

Do you have any long/short term saving plans (Retirement annuity or tax free savings) - yes/ no

Yes No

Have you done tax planning?

Yes No

2. Contact Details:

Full Name

Contact Number

By completing and submitting this form, you acknowledge that you have requested to be contacted for financial advice or related services and consent to the lawful processing of your personal information in terms of POPIA and the Financial Advisory and Intermediary Services Act (FAIS).