First Name
Last Name
Mobile Phone NZ mobile format: 02xxxxxxxx
Email
Employment Status Contractor Retired Not Working Salaried Self-Employed
Financial Goal Design a financial strategy that is right for me Repay my mortgage faster Buy investment property Grow wealth with property & investments Get retirement ready
Household income Under $70k $70k - $120k $120k - $170k $170k - $220k $220k - $270k Over $270k
Total savings (excl. KiwiSaver)
Years Until Retirement More than 15 years Less than 15 years
Do you own property? Yes No
Total Property Value
Mortgage Debt
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