Wealth Evaluation(voluntary)Please complete and submit this formto receive your Wealth Evaluation.You may voluntarily complete this Wealth Evaluation form to enable us to assist you with your financial journey. How to complete this form1. Please enter all values in Rands only (i.e. ignore cents). 2. Please ensure that you use the current value of all items. 3. Please enter the full value of what you own and do not subtract what you owe on these items, because this will be reflected in the what you owe section. 4. If you own or owe multiple items in the same category, please add them together before entering the value.Personal DETAILSFirst name*Last name*Email*Mobile phone*Referred by or Wealth Coach Name*What You OWN (Current Cumulative Values in whole numbers)BusinessesPropertiesVehiclesCurrent Bank AccountsSavings/Investments/PoliciesHome ContentsOther Owned ItemsWhat You OWE (Current Cumulative Values in whole numbers)Shareholders LoansBondsVehicle FinanceCredit CardsOther LoansAverage MONTHLY Earnings and ExpenditureAverage Monthly EarningsAverage Monthly ExpensesOther Relevant Financial InformationOther Information You wish to sharePrivacy Policy and DeclarationWe will never share any of your information with anyone, without your express written permission.I hereby declare that all information supplied on this form is, to my knowledge, accurate and complete at the date of submission and was voluntarily supplied.Please assist me with my Wealth Evaluation I do not wish to request a Wealth Evaluation at this time
