Jonathan McDonnell QFA - Advice Survey

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This questionnaire is being conducted by Jonathan McDonnell, Qualified Financial Advisor. By submitting your answers, you agree that we may contact you regarding your answers and further with email marketing communications. You may unsubscribe from our communications at any time. The information and details given here are for the purposes of conducting the Financial Review and will be retained where you do not proceed with an application for a product to enable follow up reviews at a mutually agreed later date. By submitting this information you are consenting to us storing your data.

Jonathan McDonnell is regulated by the Central Bank of Ireland.

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* 1. Enter Your Name, Email and Phone Number here

Name:

Email:

Phone:

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* 2. Are there any special circumstances which should be taken into account when completing this ﬁnancial review? For example recent illness, bereavement, any diffculties in following the review due to hearing or sight problems, redundancy, retirement or maybe if you ﬁnd ﬁnancial discussions confusing?

YES

If Yes, please detail below.

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* 3. What is your family's joint total annual income?

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* 4. What is your family's net disposable monthly income after all bills have been paid?

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* 5. What outstanding debts do you currently have? (Tick multiple if necessary)

Mortgage(s)

Personal Loan(s)

Overdraft(s)

Credit Card(s)

What is the total amount of debt in the family?

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* 6. Do you or your spouse/partner currently have any of the following?

Private Pension

Pension through your employer

Lump Sum Savings Plan

Monthly Savings Plan

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* 7. What do you need Life Assurance for? (Tick multiple if necessary)

To protect a loan / mortgage

For my final expenses (funeral costs etc)

To protect my family from my death

To replace my income for my family if I die

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* 8. If you or your spouse/partner had died yesterday, how much income would your family need each month to maintain your current standard of living? Of the income that you are generating, and / or the value of the work you provide in the home, how much monthly income would your family need to replace?

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* 9. What other areas of financial planning would you like to discuss? (Tick multiple if necessary)

Retirement Planning / Pensions

Mortgage Information

Monthly Savings Planning

Lump Sum Savings

Other (please specify)