What sources of income do you expect to rely on in retirement? Are you on Yes No Unsure If yes how have you measured this? Assets (Non-Financial) Principal Residence Owner Asset value Date / / purchased For the purpose of your advice do you authorise a valuation of the properties if it is at no cost to you? Yes No Date of last / / valuation? Non income Boat/ producing real FIRESALE Contents vehicles marine VALUES estate (e.g. holiday home, land) Owner Asset value Date purchased Details Date of last / / / / valuation? Collectables/ pension FIRESALE Caravan Art/ Business assessable assets VALUES other (inc. gifts > $10K) Owner Asset value Date purchased
What sources of income do you expect to rely on in retirement? Are you on Yes No Unsure If yes how have you measured this? Assets (Non-Financial) Principal Residence Owner Asset value Date purchased / / For the purpose of your advice do you authorise a valuation of the properties if it is at no cost to you? Yes No Date of last valuation? / / FIRESALE VALUES Contents Non income producing real estate (e.g. holiday home, land) vehicles Boat/ marine Owner Asset value Date purchased Details Date of last valuation? / / / / FIRESALE VALUES Caravan Collectables/ Art/ other Business pension assessable assets (inc. gifts > $10K) Owner Asset value Date purchased
Client%20Fact%20Finder%20V36%202.07.18.docx