Property Investors Road map

    FINANCIALS PART 2

    DEBT

    Personal Loans 1

    Personal Loans 2

    Personal Loans 3

    Credit Card 1

    Credit Card 2

    Credit Card 3

    INVESTMENT PROPERTY

    Investment Property One
    Investment Property Two

    Location

    Location

    Value

    Value

    Debt

    Debt

    Interest Rate

    Interest Rate

    Rent Received (Per Annum)

    Rent Received (Per Annum)

    Investment Property Three
    Investment Property Four

    Location

    Location

    Value

    Value

    Debt

    Debt

    Interest Rate

    Interest Rate

    Rent Received (Per Annum)

    Rent Received (Per Annum)

    RISK PLAN

    Do you have life insurance?

    YesNoNot Sure

    Does your spouse/partner have life insurance?

    YesNoNot Sure

    Do you have total disability insurance?

    YesNoNot Sure

    Does your spouse/partner have total disability insurance?

    YesNoNot Sure

    Do you have Trauma Insurance (Covers medical events eg. Cancer)

    YesNoNot Sure

    Does your spouse/partner Trauma Insurance

    YesNoNot Sure

    Do you have income protection insurance

    YesNoNot Sure

    Does your spouse/partner have income protection insurance

    YesNoNot Sure

    Do you feel your adequately covered

    YesNoNot Sure

    Does your spouse/partner feel adequately covered

    YesNoNot Sure

    Any other things you think we need to know?