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  • Your Wealth Survey

    Take A Quick Look Into What's Going On!

  •  YOUR LAST WILL AND TESTAMENT

     

  • Q 1. Do you have a Will?
  • Q 2. Has your Will been updated within the past 24 months?
  • Q 3. Have all your children / grandchildren been included in your Will?
  • Q 4. Have the witnesses to your Will been correctly identified (identity number, specimen signature, full names and address)?
  • Q 5. Has your Will been drawn up by a reputable institution?

  •  YOUR ESTATE PLANNING

     

  • Q 1. Are you confident that you have planned your estate correctly?
  • Q 2. Have you had a financial planner review your (insurance, life and investment policies) within the past 12 months?
  • Q 3. Have you negotiated the executors fees on the winding up of your estate?
  • Q 4. Have you guarded your wealth from unnecessary estate duties and death taxes, thereby eliminating paying more taxes when you die?
  • Q 5. Have you protected your assets from your liabilities?

  • YOUR TAX PLANNING

     

  • Q 1. Do you submit your own personal / business tax returns via eFiling?
  • Q 2. Are you confident that you have been correctly advised on the best way to structure your personal / business tax?
  • Q 3. Have you asked your financial advisor to review your income, expenditure and investment portfolio within the past 12 months, so as to effectively reduce your tax liability?

  • Thank you for taking this short questionnaire.

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