Overall Financial Healthcheck

Please complete and return the Kennedy Cross Healthcheck to give us a better understanding of your financial situation. (For the year ending 30 June 2022)

 

    Personal Details

    Assets

    Associated Debt

    Assets

    Principal Residence

    Associated Debt

    Assets

    Contents

    Associated Debt

    Assets

    Vehicle

    Associated Debt

    Assets

    Vehicle

    Associated Debt

    Assets

    Everyday Bank Account

    Associated Debt

    Assets

    Other Bank Accounts

    Associated Debt

    Assets

    Term Deposits

    Associated Debt

    Assets

    Direct Shares

    Associated Debt

    Assets

    Managed Funds

    Associated Debt

    Assets

    Investment Property

    Associated Debt

    Surplus Income

    Existing Personal Insurance

    Death Cover

    TPD Cover

    Income Protection

    Trauma

    Existing General Insurance

    Business

    Public Liability

    Motor Vehicle

    Home & Contents

    Superannuation
















    Estate Planning - Wills

    Owner

    Does the client have a Will

    Date of last review

    Where is your Will kept

    Powers of Attorney