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?