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Asset & Protection Position Form
Name
*
First
Last
Do you own your own home?
*
Yes
No
How much is your home worth?
*
How much is your current home loan balance?
*
Do you own a holiday home?
*
Yes
No
How much is your holiday home worth?
*
How much is your current holiday home loan balance?
*
Do you own a rental property?
*
Yes
No
How much is your rental property worth?
*
How much is your current rental property loan balance?
*
Do you have more than one Superannuation Fund?
*
Yes
No
How many Super Funds?
*
Do you have a will?
*
Yes
No
Do you have income protection?
*
Yes
No
Do you have life insurance?
*
Yes
No
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