This form is required to be filled out in full for an initial consultation
Do you currently work with an adviser, private bank or investment manager, and how has that experience been for you?
Tell me your age
60 or older
Share with me your approximate net worth
Less than US$100,000
US$100,000 - 500,000
I have no idea how to calculate this.
Approximate your monthly net savings (what you make less your expenses). This number can be negative if you spend more than you make.
What can you share around your greatest fear or concern around money
Paying down debt
Lack of confidence around investing
Difficulty communicating my needs around money with significant others.
Lack of preparedness for major life events such as retirement.
Money and marriage issues.
What areas of your financial life would you like to have greater mastery around?
Household money management
Money mastery - investing and handling investment professionals
Big picture financial planning for the long term
Trust, estate and tax planning
Financial market investing
How to manage and speak to financial advisers and asset managers with confidence
What is your desired outcome from an initial meeting?
A copy of your responses will be emailed to the address you provided.
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