Personal Assessment
Getting to know each other / The first meeting
Typically during an initial consultation, Sky Unlimited will determine, based on an overview of your financial situation and personal plans, whether we can add value to your particular case. You, as our Customer, will have the opportunity to get to know us, and make a personal assessment as to whether you would like to do business with us.
Personal Financial Assessment form
The first step in constructing your financial plan is to gather key information on your current personal financial situation. For this purpose, Sky Unlimited has developed a Personal Financial Assessment form (PFA), to be filled out by the Client and preferably brought along to the first meeting.
Please download the following document and save it to your desktop, then fill in all the required fields and mail it to office:
- download here for MS Word format
- download here for PDF format
After reviewing the data with you, Sky Unlimited will be able to establish which elements of your financial situation require more detailed analysis, and – subject to your authorization – we can start working together on your personal financial plan.
Sky Unlimited maintains the highest standards concerning personal privacy. Therefore you as our Customer can be assured that your personal information will not be shared with any third party without your authorization. Data is not transmitted over the internet in unsecure form, and will not be used for commercial purposes (e.g. sold to commercial databases etc).
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