🤝 Consultant & Client Details Section 1 ▼

Consultant Name

Consultant Code

Client Personal Details

Title

Initials

Full Names * Full names are required

Surname * Surname is required

Maiden Name

ID Number

Date of Birth

Smoker?

YesNo

Marital Status

Marital Type

Marriage Date

Email Address * A valid email is required

Residential Address

Home Tel.

Work Tel.

Cell No.

Fax No.

💼 Employment Details Section 2 ▼

Name of Employer

Occupation

Occupation Type

Admin Supervisory Manual Travel

Gross Monthly Income (R)

Tax Reference No.

Tax Bracket

Level of Education

Occupation Date

Occupation Code

Work Address

Work Address Code

Correspondence Code

🛡️ Assurance & Medical Aid Section 3 ▼

Medical Aid

Medical Aid?

YesNo

Name of Medical Aid

Plan

Membership No.

Company

Company Subsidy (R)

💑 Spouse / Partner Details Section 4 ▼

Title

Initials

Full Names

Surname

Maiden Name

ID Number

Date of Birth

Smoker?

YesNo

Occupation

Level of Education

Name of Employer

Gross Monthly Income (R)

Marital Status

Marital Type

Home Tel.

Work Tel.

Cell No.

Email

👨‍👩‍👧 Dependants Section 5 ▼

🏠 Assets & Liabilities Section 6 ▼

Assets

Type	Current Value (R)	Purchase Date	Interest %	Loan Term

Liabilities

Type	Outstanding (R)	On Death	On Disability	On Retirement

Disposal to Spouse Assets %

💰 Income & Monthly Expenditure Section 7 ▼

Monthly Income

Salary
Commission
Rent
Pension
Dividends
Business
Other

Monthly Expenditure

Bond/Rent
Water/Lights
Groceries
Car Payments
Income Tax
Long Term Insurance
Short Term Insurance
Medical Aid
Domestic Worker
School Fees
Telephone/Cellular
Vehicle Maintenance
Entertainment
DSTV
Loans
Store Cards
Credit Cards

Desired Retirement Age

Available for Investment (R/pm)

📋 Estate Planning & Corporate Benefits Section 8 ▼

Corporate Benefits

Name of Fund

Type of Fund

Financial Needs Analysis

Need	Amount (R)	p.m / p.a	Duration	Priority
Death
Disability
Retirement
Severe Illness
Education
Holiday
Home Improvement

✅ Plan of Action & Sign Off Section 9 ▼

Plan of Action

Other Needs

Financial Commitment (R)

Date of Commitment

Short Term Insurance Required?

YesNo

Comments / Additional Notes

Acknowledgement: The information provided in this form is complete and accurate to the best of my knowledge. I understand that by not fully and accurately completing this form, any recommendation and/or advice given to me by the adviser may be inappropriate to my needs and that I may lose any right to recourse to the adviser and his/her principal for any losses thereof.