PERSONAL FINANCIAL HEALTH CHECK SHEET Name Date of Birth Age NB Business Add Residence Add

: : : : :

Marital Status : Occupation

1. Income 1

:

2. Income 2

:

3. Income 3

:

TOTAL

: OTHER EXPENSES

EXPENSES House : Car/Motorcycle : Basic Utilities : Personal : Transport / Petrol : Family : Saving : Insurance : Other Loan : Credit Card O/S : Astro : Internet : Hobby : Entertainment : Others : TOTAL

Smoker :

Yes No

: Contact Email

INCOME

Single Married

: FINANCIAL RISK

: : BACKUP PLAN

REMARKS

Saving : (Bank) Unit Trust : (ASB/TH/PM etc) KWSP : Property : (House/Land) Gold : Life Insurance : Critical Illness : Accident : Medical : Others :

TOTAL : FINANCIAL OPPORTUNITY

PRESENTED BY :

AAR ASSOCIATES/FHCS_OPEN/102016/Ver 1.4

Financial Health Check Sheet OPEN.pdf

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