Financial Planning Questionnaire | Green Associates

How Old Are You?

What Is Important To You?

Would You Borrow To Invest?

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

Are You Making Extra Repayments?

Do You Think You Will Have Enough To Retire?

Do You Have A Retirement Strategy?

Do You Think You Will Have Enough To Retire?

Would You Be Comfortable Saving For The Longer Term? I.E. Retirement

Do You Think You Can Work Indefinitely?

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 On Your Desired Income?