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* 1. Personal Details

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* 2. Do you have medical aid in place?

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* 3. Do you have debt?

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* 4. Good debt or bad debt?

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* 5. Do you have a will & testament in place?

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* 6. What is your profession?

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* 7. Job title?

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* 8. Do you have income protection in place?

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* 9. Do you know what marginal tax bracket you are in?

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* 10. Do you have short-term insurance in place for your vehicle, house, and other valuable?

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* 11. Do you have a budget and follow it?

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* 12. Do you have an emergency fund in place?

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* 13. Are you saving enough for your retirement?

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* 14. Do you have a tax-free savings account and contribute to it on a regular basis?

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* 15. Do you put money away towards savings every month?

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* 16. The last time you reviewed your life cover and/or investments did you work with a Certified Financial Planner?

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* 17. Have you set financial goals?

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