Financial Needs Analysis

FINANCIAL NEEDS ANALYSIS

Your financial picture, on one page.

Choose the option that best describes you. Approximate ranges are perfectly fine — your adviser can confirm the detail with you afterwards.

For your security: this form does not request bank-account numbers, passwords, PINs or identity-document numbers.

1. About you

Full name Mobile numberSouth African and international formats are accepted. Email address Age range Marital status Financial dependants Employment status City / area

2. Income & cash flow

Approximate monthly net household income Approximate monthly household expenses Approximate monthly debt repayments Approximate amount left to save or invest monthly Emergency fund available

3. Assets, debt & existing planning

Approximate value of total assets Approximate total outstanding debt Main investment / retirement arrangement How do you feel about your retirement plan? Current family / income protection When was your protection cover last reviewed? Will status Are your beneficiaries up to date?

4. Goals & next steps

Your most important financial goal When is this goal most important? Approach to investment risk Preferred contact method

Book your consultation

Choose how you would prefer to meet, then select any preferred date and time. Your appointment is only confirmed once an Anglowealth adviser approves it.

Meeting preference

What is the main concern you want your adviser to address?

This one-page fact-find is designed to make the first consultation easier. Your adviser must still verify the information and follow Anglowealth’s approved advice and compliance process before any recommendation is made.