- Questionnaire: Make Me Rich

Please fill out the fields marked with *

First Name *

Age *

Surname *

Occupation *

Employment Status

Address *

Email *

Mobile / Phone Number *

Are specific area of interest?

maximising earnings/savings
buying a house
investing abroad
starting a business
business advice and profit maximisation
fast-tracking to selling your business and/or retirement

Income per annum (Gross)

Gross Wages per annum

Car Allowance

Bonuses/ Commissions

Rental income

Other Income

IIf other, please specify

Main Outgoings per annum

Mortgage

Rent Paid

Car costs incl loan/insurance/tax

Personal loans/debt servicing

Assets owned

Value of main home

Amount owed on main home

Total value of investment property owned

Amount owed on investment property

Savings

Balance on any savings held

Loans apart from mortgage

Balance on all loans excluding car

Balance on car loan

Any notes you might want to add

Obviously the more information we have the more we can help. Approx figures are fine. All information is treated in strictest confidence.