Pre-appointment questionnaire

We want to be as efficient as possible before we meet with you. We just have a few questions and it would be rad if you could fill them out please!

 

Name *
Name
How can we help you?
Please check all options that apply to you
ASSETS
$
$
$
$
$
LIABILITIES
$
$
$
$
$
Bad debt...
Have you had anything UNPAID that has then been sent to a Debt Collection Agency in the last 5 years?
$
HOUSEHOLD INCOME (MONTHLY)
$
HOUSEHOLD EXPENSES
Rent, Insurances, Rates, Vehicle expenses and insurance, Power, Phone, Internet, Mobiles, Groceries, Takeaways, Daycare, General ,other
$
Do all these figures sound about right to you?

Nice job - thanks for being a legend and providing us with a bit of background info before we come and see you - just gives us an idea of what we can expect when we get together and roughly what your financial position is.

*Rest assured - all information is confidential