Questionnaire - Aspire2 Wealth Advisers Pty Ltd.

aspire2@a2w.com.au

(08) 9322 7029

How Old Are You

What Is Important To You?

Would You Borrow To Invest?

Are You Making Extra Repayments?

Do You Think You Will Have Enough To Retire?

Do You Think You Will Have Enough To Retire?

Would You Be Comfortable Saving For Retirement?

Do You Think You Will Have Enough To Retire?

Do You Want To Buy A Home?

Do You Think You Will Have Enough To Retire?

Are You Retired?

Is Leaving An Estate Important To You?

Would You Like To Know When You Can Retire?

Do You Think This Money Will Last The Rest Of Your Life?

Do You Have A Retirement Strategy?

Do You Think You Can Work Indefinitely?

Aspire2 Wealth Advisers Pty Ltd ABN 42 125 897 903 trading as Aspire2 Wealth Advisers is an authorised representative of Charter Financial Planning Limited ABN: 35 002 976 294, Australian Financial Services License and Australian Credit Licence No. 234665

This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.