Financial Assessment
Step 1 of 5

Debt Personal Information

Hi, my name is and my email address is .
I feel in control of my finances and confident in my financial situation.
I am years old and my monthly income after tax
and deductions is  
I am and our monthly household income after tax
and deductions is
I We give money towards charity
(including churches, mosques and other religious institutions)
My spouse/partner is years old
I We have child dependants aged
and adult dependants aged
I plan to retire at age

Debt Debt

I We have store accounts with estimated monthly payments of
I We have credit cards with estimated monthly payments of
I We have personal loans with estimated monthly payments of
I We have vehicle loans with estimated monthly payments of
I We have home loans with estimated monthly payments of

Insurance Insurance

I life assurance in place worth
and I a funeral cover of
I a will in place that was updated years ago
I a disability policy in place that pays while disabled
I belong to a medical aid and a gap cover policy
I insurance on my valuables like my car, house and other items
I test the price of my insurance with other providers on a regular basis
My family know where my will and policies are kept

Savings Savings

I currently save of my monthly salary into a retirement fund.
The total of my retirement savings is estimated as
I have other long-term savings of
(for example fixed deposits, shares or investment properties)
that I will use to supplement retirement savings.
I have savings of that I have immediate access to that I can use in case of an emergency
I save towards my children's education
I a monthly budget and I clear financial goals
(for example saving for a house, saving for education etc.)

Confirmation Confirmation

The email you provided is, , and your report will be linked to this email.

I want ZAQ Fin to get in contact with me. Please phone me on:

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Generating Report

Financial Scorecard

We have calculated the following Financial Report based on your input.

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