Personal Financial Assessment
Understanding The Financial Situation of Families
Note: Financial Adviser will call you to translate the Assessment Result.
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IMG’s Mission To educate Filipinos financially and help families realize their dreams.
1. Do you love your family? *
2. Do you carry any significant financial responsibilities with growing children or aging parents? *
3. Are you concerned about the future of your job or career? *
4. Do you think there is a large number of people in our country who struggle financially and help to improve their financial situation? *
5. Are you concerned about lack of savings or investment for your retirement or kid’s college education? *
Required
6. Are you concern about too many bills or debts to pay? *
7. Are you suffering from financial losses as a result of the recent economic downturn? *
8. Are you concerned about not having enough protection in case of disability, long term illness or even death? *
9. What is your ideal amount of money you would want to retire? *
10. What is your ideal retirement age? *
11. Do you want to learn more about how money works and how to build a stronger financial future? *
12. Are you interested in making more money and increasing your cash flow? *
13. Do you want to explore a new business career in the fast growing financial industry? *
Do you want to know the result of this survey? *
Name: *
Mobile no: *
Age: *
Current City Location *
Email add: *
Who Share this Challenge to You? *
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