FINANCIAL HEALTH CHECK
Real Women Real Estate is pleased to provide you with this Financial Health Check through our alliance partner JDL Strategies.
Click
here
to learn more about JDL Strategies.
Name:
Phone:
Email:
Address:
Age:
In how many years would you like to retire ?
In todays dollars what income per year would you like to retire on ?
What is your gross income ?
Do you have a partner ?
Yes
No
What is their income ?
How much cash do you have saved ?
How much do you have in superannuation ?
Are you self employed ?
Yes
No
What % of your income do you personally put into super ?
If you have one, what is your home worth ?
How much do you owe on your home ?
How much can you save each week ?
What is the total value of any invetsment property that you own?
And the total debt?
What managed funds or shares do you have (in $'s)?
By submitting this form you are agreeing to allow JDL Strategies to contact you in regards to your results.
You can find our privacy policy
here
and some other important notes
here
.