Financial Status

Employment Status

Employed Self-employed Retired Unemployed

What is your monthly Income?

Additional Sources of Income (e.g., rental income, dividends)

Do you make joint Financial decisions with your spouse?

Yes No

Employment Status of your spouse

Employed Self-employed Retired Unemployed

Financial Goals

What are your primary financial goals? (Select all that apply)

Retirement Planning Education Funding Owning a Home Debt Reduction Investment Growth Estate Planning

Time Horizon for Achieving Your Financial Goals:

Short-term (1-3 years) Medium-term (3-7 years) Long-term (7+ years)

Any major financial events you anticipate in the next 5 years? (e.g., marriage, buying a home, starting a business)

Have you experienced any significant losses in your investment portfolio in the past?

Yes No

If yes, how did you react to those losses?

Sold investments immediately Held investments until recovery Bought more investments

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Purpose of appointment

Brokerage Services Wealth Management & Investment Advisory Brokerage Bonds Advisory Private Wealth Management Corporate Financial Training Estate Planning and Will Drafting Introduction to the Local Stock Market (LuSE) Education Fee Planning Retirement Planning SME & Corporate Advisory Mergers and Acquisitions