Financial Review by Properli Annual Review 0% Complete1 of 3 Adviser Details Adviser Name Adviser Phone Number Adviser Email Personal Details Name Date of Birth Income $ Occupation KiwiSaver $ Savings & Investments $ Debt $ Credit cards, car finance, personal loans etc. plus1 Add Person minus1 Remove Do you have dependents? Yes No Dependents Dependents Name Dependents Age plus1 Add minus1 Remove Insurances Existing Client Yes No Do you have Health / Life Insurance? Yes No Current Insurance Details/Provider Type of personal insurance and insurance provider Current Insurance Monthly Premium $ Personal Insurances Do you have House / Contents / Car Insurance? Yes No Current Insurance Details/Provider Type of contents insurance and insurance provider Current Insurance Monthly Premium $ House / Contents / Car Notes Overview Annual Household Income $ KiwiSaver $ Savings & Investments $ Other Assets $ Car, boat, business etc. Other Debt $ Credit cards, car finance, personal loans etc. Details If you are human, leave this field blank. Next Section
