Financial and Retirement Needs
Confidential/Private

     
     
FOR ATTENTION:    
     
TODAY'S DATE: / /    
   
   
     
PERSONAL DETAILS    
     
PRINCIPLE    
     
TITLE:  
     
FULL NAME AND SURNAME:  
     
ID NUMBER:  
INCOME TAX NUMBER:  

SMOKER:  
     
LANGUAGE:  
     
QUALIFICATION:  
     
OCCUPATION:  
     
GROSS INCOME PA/PM: R
     
BASIC SALARY: R
     
NETT TAKE HOME PAY PM: R
     
FRINGE BENEFITS:  
     
EMPLOYED / SELF EMPLOYED:  
     
SINGLE / MARRIED / DIVORCED:  
     
MARITAL TYPE:  
     
DATE OF MARRIAGE:   / /
     
SPOUSE    
     
TITLE:  
     
FULL NAME AND SURNAME:  
     
MAIDEN NAME:  
     
ID NUMBER:        
     
INCOME TAX NUMBER:  
     
SMOKER:  
     
LANGUAGE:  
     
QUALIFICATION:  
     
OCCUPATION:  
     
GROSS INCOME PA/PM: R
     
BASIC SALARY: R
     
NETT TAKE HOME PAY PM: R
     
FRINGE BENEFITS:  
     
EMPLOYED / SELF EMPLOYED:  
     
SINGLE / MARRIED / DIVORCED:  
     
MARITAL TYPE:  
     
DATE OF MARRIAGE:   / /
     
     
     
     
CONTACT DETAILS    
     
PRINCIPLE    
WORK NUMBER:  
     
HOME NUMBER:  
     
CELL NUMBER:  
     
FAX NUMBER:  
     
E-MAIL:  
     
PHYSICAL ADDRESS:  
     
POSTAL ADDRESS:  
     
SPOUSE:    
WORK NUMBER:  
     
HOME NUMBER:  
     
CELL NUMBER:  
     
FAX NUMBER:  
     
E-MAIL:  
     
PHYSICAL ADDRESS:  
     
POSTAL ADDRESS:  
     
     
     
     
CHILDREN    
     
YES / NO:  
     
CHILDREN FULL NAMES:    GENDER: ID NUMBER:
    GENDER: ID NUMBER:
    GENDER: ID NUMBER:
    GENDER: ID NUMBER:
     
     
     
     
MEDICAL AID PROVISION    
     
MEDICAL AID: SCHEME / TYPE:
     
COMMENTS ON MEDICAL AID:
     
     
     
     
WILL / TESTAMENT
     
DO YOU HAVE A WILL?   IS YOUR WILL UP TO DATE?
     
IF NOT, WOULD YOU LIKE US TO ASSIST YOU IN THE DRAFTING UP OF A WILL AT NO COST THROUGH THE MEADOW GROUP TRUSTEES?  
     
COMMENTS:  
     
     
     
     
MY RISK NEEDS UPON: DEATH SCENARIO TODAY    
     
CAPITAL
     
DEBT TO SETTLE: PRINCIPAL'S DEATH    
     
PRIMARY RESIDENCE R
OTHER PROPERTIES R
TRUSTS R
VEHICLES R
BUSINESS R
OTHER R
     
FUNERAL ASSOCIATED COSTS    
AVERAGE ON R25 000 R
     
ESTATE    
SUGGESTION OF MIN R400 000 R
     
TOTAL DEBT AMOUNTS TO R
     
DEBT TO SETTLE: SPOUSE'S DEATH    
     
PRIMARY RESIDENCE R
OTHER PROPERTIES R
TRUSTS R
VEHICLES R
BUSINESS R
OTHER R
     
FUNERAL ASSOCIATED COSTS    
AVERAGE ON R25 000 R
     
ESTATE    
SUGGESTION OF MIN R400 000 R
     
TOTAL DEBT AMOUNTS TO R
     
     
     
     
INCOME

IN ADDITION TO SETTLE DEBT OF THE ABOVE MENTIONED, I WOULD LIKE TO ENSURE THAT AN INCOME CAN BE PAID TO SUPPORT MY FAMILY FINANCIALLY:

   
     
INCOME TO MY FAMILY: PRINCIPAL TO FAMILY    
     
AMOUNT PM BEFORE TAX: R
     
TO PAY FOR HOW MANY YEARS R
     
GROW THE INCOME WITH CPI (INFLATION) R
     
INCOME TO MY FAMILY: SPOUSE TO FAMILY    
     
AMOUNT PM BEFORE TAX: R
     
TO PAY FOR HOW MANY YEARS R
     
GROW THE INCOME WITH CPI (INFLATION) R
     
     
     
     
EMPLOYEE BENEFITS    
     
DEATH    
     
MY WORK CURRENTLY PROVIDES ME WITH R GROUP LIFE COVER
     
DISABILITY BENEFITS    
     
MY WORK CURRENTLY PROVIDES ME WITH R DISABILITY CAPITAL COVER
     
OR THEY WILL PAY A DISABILITY INCOME OF R (USUALLY 75% OF GROSS)
     
MY WAITING PERIOD FOR DISABILITY INCOME IS   MONTHS (USUALLY 3 - 6 MONTHS)
     
CONFIRM HERE THAT YOU WILL OR WILL NOT RECEIVE AN INCOME FROM WORK DURING THE ABOVE WAITING PERIOD  
     
RETIREMENT BENEFITS    
     
DO YOU BELONG TO A PENSION OR PROVIDENT FUND  
     
IF YES, WHAT IS THE FUND VALUE TODAY R
     
EMPLOYER CONTRIBUTION TO ABOVE IS R PM OR A % OF WHAT? R
     
EMPLOYEE CONTRIBUTION TO ABOVE IS R PM OR A % OF WHAT? R
     
     
     
     
INVESTMENTS / MONEY MATTERS    
     
RETIREMENT NEEDS  
NOTE: WE ASSUME YOU HAVE NO DEBT AND THAT YOU COMBINE ALL TYPES OF “SAVINGS” AMOUNTS TO BE “LIQUIDATED” TO PAY AN INCOME    
     
HOW MUCH INCOME BEFORE TAX IN TODAYS VALUE, WOULD YOU LIKE TO RETIRE WITH R
     
RETIREMENT FOCUSSED FOR AGE   YEARS
     
EXTRA OTHER INCOME EARNED TODAY (EG RENTAL INCOME) R
     
EDUCATION SAVINGS  
     
HOW MANY YEARS LEFT BEFORE YOU NEED THESE SAVINGS TO BE AVAILABLE / PAYOUT   YEARS (YOUR TERM OF INVESTMENT)
     
WHAT IS THE CURRENT SCHOOLING OR UNIVERSITY FEES R
     
EMERGENCY CASH FUND  
     
DO YOU HAVE A CASH FUND  
     

WHERE DO YOU CURRENTLY STORE YOUR CASH FOR EMERGENCIES OR DEPOSIT BUILD UP

 
     
AND WHAT IS THE AMOUNT +- TODAY R
     
WHAT IS YOUR CURRENT INTEREST ON YOUR MONEY IN ABOVE MENTIONED ACCOUNT OR METHOD   %
     
HOW QUICKLY CAN YOU HAVE ACCESS TO THE ABOVE CASH  
     
OTHER SAVINGS OPTIONS NOT MENTIONED THAT YOU MAKE USE OF AND WHY  
   
     
YOUR MOTHER AND FATHER: VERY IMPORTANT TO READ AND CONSIDER    

YOUR MOTHER AND FATHER COULD NOW ALREADY BE IN THEIR RETIREMENT PHASE OR NEARING IT. WE (MORE SO FANIE DU PREEZ MY FATHER AS OUR SENIOR FINANCIAL ADVISOR) SPECIALISE GREATLY FOR THEIR NEEDS FAR MORE THAN YOU MIGHT HAVE KNOWN AS WE COMBINE EFFORTS AND OPTIONS FROM:

BANKS – ASSURANCE COMPANIES –COMMERCIAL PROPERTY SYNDICATION – FUND MANAGERS

WE PROVIDE THEM WITH BETTER VALUE FOR MONEY VS THEIR CURRENT INVESTMENTS IN GENERAL. YOUR PARENTS NEEDS A YEARLY REVIEW ON THEIR LIFE MONEY JUST AS YOU DO, BUT MORE CRITICAL IS AN INCOME THAT PAYS THEM ABOVE INLFATION, WHILST CAPITAL ALSO GROWS AHEAD WITH GUARANTEES AS DOWNSIDE PROTECTION.

WOULD YOU ALLOW US TO MAKE AN APPOINTMENT OR A CALL YOUR PARENTS OR FAMILY TO INTRODUCE OURSELVES AND WORK WITH THEM TO REVISE AND IMPROVE THEIR WAY OF LIFE GOING FORWARD?
     
FATHER'S NAME AND CONTACT NUMBERS  
MOTHER'S NAME AND CONTACT NUMBERS  
     
     
SERVICE FROM YOUR FINANCIAL PLANNER / BROKER    
     
WHAT LEVEL OF SERVICE DO YOU NEED FROM YOUR ADVISOR  
     
A MEETING ONCE OR TWICE A YEAR  
     
I WOULD LIKE TO SCHEDULE AN APPOINTMENT WITH ANTON DU PREEZ  
     
     

MY FINANCIAL / LIFESTYLE NEEDS / WISHES AND CONCERNS ARE

   
     
GENERAL REVISION OF MY PORTFOLIO INVESTMENT OPTIONS / ADVICE PENSION / PROVIDENT FUND TRANSFER
I WANT TO PAY LESS TAX MEDICAL AID OPTIONS BENEFITS FOR MY COMPANY / EMPLOYEE
RETIREMENT PLANNING EDUCATION PLANNING INVESTMENTS IMPROVEMENTS FOR MY PARENTS
     
OTHER    
     
     
I HEREBY ACKNOWLEDGE THAT THE INFORMATION SUPPLIED BY ME IS TRUE AND ACCURATE, TO THE BEST OF MY KNOWLEDGE
  
     

The above information was supplied by me for attention Anton du Preez / Fanie Du Preez