Take a fresh look at your Financial Health

Complete this simple review to get a clearer picture of your current financial position and identify areas where you may benefit from advice.

Contact Details

First Name

Last Name

Phone / Mobile

What do you currently have in place?

If you selected other:

How confident are you in your current cover?

If you have insurance in place — how confident are you it would deliver the right outcome in the event of an unexpected life event?

Confident — but an independent review would be a good idea Somewhat confident Not confident I don't have insurance

Is there anything you're immediately looking for advice on, regarding your existing cover or KiwiSaver?

Income Protection - How long could you last?

If you became unable to work due to illness or injury, how long could you cover your living expenses before it became difficult?

Less than 1 month 1-3 months 3-6 months 6+ months

Would you like to explore options to protect your income and cover this shortfall?

Yes No

Kiwisaver

Are you currently enrolled in Kiwisaver?

Yes No

If you are enrolled, which provider are you using?

Would you like a review to maximise your future KiwiSaver position?

Yes No

When did you last review your financial programme?

Insurance, Kiwisaver, retirement plans etc.

In the past year 1-3 years ago More than 3 years ago I don't have a financial plan in place

Have you worked with a financial adviser before?

Yes No - but I'd be interested in doing so

General Insurance Review

Do you have any of the following General Insurance covers in place and would you like a review?

Other:

Which areas would you like reviewed?

Who do you know who might benefit?

Think about people who have recently:

Got married or had a baby
Started a new job
Recently immigrated to NZ
Never reviewed their Kiwisaver

Name

Relationship to you

Phone Number

Name

Relationship to you

Phone Number

Please work through each section and select the answers that best match your current situation. You can choose more than one option where indicated, and it is fine if you are unsure about some of the questions. Simply provide as much information as you can. Once you submit the form, one of our advisers will review your answers and get in touch to discuss any areas where we may be able to help.