Your Goals and Objectives Rank your personal priorities in order of their importance (e.g. 1 = highest) Rank Details (1 is highest) wealth for I/we want to look at strategies will ensure that I/we are future financial financially independent and not reliant on Centrelink in my/our independence future retirement. Minimise tax I/we are keen to pursue strategies that will help minimise tax. I/we would like to repay the mortgage and other debts, within the Debt reduction next ______ years/as soon as possible. I/we have the salary packaging options available through Salary packaging employment and would like to maximise the benefits available. I/we would like to plan to retire at age ______ with an income of Plan for retirement $___________ per annum indexed to inflation to life expectancy. I/we like to arrange our investments to provide an ongoing Income streams income stream to support our current cost of living. I/we would like to ensure that we are maximising our current Social security entitlements to all Centrelink benefits. I/we would like to ensure that I/we have adequate and appropriate Insure Yourself insurances to protect myself and my family in the event of death or illness. I/we would like to ensure that my/our planned expenses discussed Fund planned lump in this document are funded in the time frames that I/we have sum expenses specified. I/we wish to review my/our wills, EPOA and EPOG to ensure that Estate planning they adequately protect my/our estate beneficiaries. Maintain current I/we want to ensure that my/our current lifestyle is not impacted as lifestyle a result of implementing financial advice. Other
Your Goals and Objectives Rank your personal priorities in order of their importance (e.g. 1 = highest) Rank (1 is highest) Details wealth for future financial independence I/we want to look at strategies will ensure that I/we are financially independent and not reliant on Centrelink in my/our future retirement. Minimise tax I/we are keen to pursue strategies that will help minimise tax. Debt reduction I/we would like to repay the mortgage and other debts, within the next ______ years/as soon as possible. Salary packaging I/we have the salary packaging options available through employment and would like to maximise the benefits available. Plan for retirement I/we would like to plan to retire at age ______ with an income of $___________ per annum indexed to inflation to life expectancy. Income streams I/we like to arrange our investments to provide an ongoing income stream to support our current cost of living. Social security I/we would like to ensure that we are maximising our current entitlements to all Centrelink benefits. Insure Yourself I/we would like to ensure that I/we have adequate and appropriate insurances to protect myself and my family in the event of death or illness. Fund planned lump sum expenses I/we would like to ensure that my/our planned expenses discussed in this document are funded in the time frames that I/we have specified. Estate planning I/we wish to review my/our wills, EPOA and EPOG to ensure that they adequately protect my/our estate beneficiaries. Maintain current lifestyle I/we want to ensure that my/our current lifestyle is not impacted as a result of implementing financial advice. Other