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Determine Your Investment Readiness with Our Free Financial Health Check

Not sure of where to start or what to ask? Please take advantage of our FREE FINANCIAL HEALTH CHECK to get started on the road to a personal financial plan.

  • All information is kept totally confidential.
  • This service is 100% Free.
  • We will not use any information to contact you if you indicate you are not interested in future services.
  • The questions are designed to help us get a picture of your goals and your profile as an investor.
  • Please add as much extra information as you wish – the more we know the better we can help you.

PRIVATE AND CONFIDENTIAL

ABOUT YOU

Name
Name

YOUR GOALS

Please tick all the boxes that apply to you.

I want to invest and save because:
Which currency would you mostly be investing?

WHAT IS YOUR INVESTMENT TIME FRAME?

Please tick all the boxes that apply to you

WHEN DO YOU WANT TO START INVESTING?

YOUR CURRENT SITUATION

Please provide a summary of your current financial situation. Please specify the currency for each section.

Property

Investments

PLEASE STATE YOUR RISK PROFILE?

Understanding how comfortable you are with risk is a key part of designing a financial plan
Investment basics: For higher returns on your investment you must often accept a greater degree of risk
Think about this statement & mark the RISK SCALE with an X at a point that describes you

WHAT PRODUCTS & SERVICES CAN WE HELP WITH?

Please tick all the boxes that apply to you.

Please Read This Section and Sign Here: The information listed here is accurate to the best of my (our) knowledge and is provided to Trinity Holdings International for the purposes of my (our) Free Financial Advice.

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