Getting to know you

Before our Foundation session, this short questionnaire helps us understand where you are and what matters most, so our time together is spent on you rather than on admin. Nothing here is binding and there are no wrong answers. Skip anything you’d rather talk through in person.

About you

Full name *

Email address *

Mobile number *

Your age

What do you do for a living?

Where are you based?

Your family

Relationship status

Will your partner join the planning?

Who depends on you financially? (children and their ages, parents, others)

What’s on your mind

What prompted you to reach out now? *

Which of these would you like help with?

Budget and cashflow Getting out of debt Emergency fund and savings Investing Retirement planning Children’s education Buying property Life, disability and income cover Medical aid and gap cover Tax Will, estate and trusts Business or succession Second opinion on my current plan

If you could fix one thing about your money in the next year, what would it be?

Where you are today

Rough figures are fine. We’ll go through the detail together.

Household income per month (after tax)

Roughly how much do you save or invest each month?

What do you currently have in place?

Pension or provident fund at work Retirement annuity Tax-free savings account Unit trusts, ETFs or shares Property (home or investment) Life cover Disability or income protection Medical aid A Will A budget I actually use

Any debt we should know about? (bond, vehicle, credit cards, personal loans, student loans)

Do you currently have a financial adviser or broker?

How did you hear about Rich Ideas?

Anything else you’d like us to know before we meet?

I understand that Rich Ideas will use this information to prepare for our planning conversation and will keep it confidential, as described in our privacy note. *

Thank you. We’ve received your answers and will use them to prepare for our session.

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Wealth Without Worry

Terence’s newsletter on money, families and the decisions in between. A few times a month, free, and easy to leave.

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