Get Penguin Wealth

Completing the Penguin Wealth form is an essential step in providing a comprehensive overview of your financial situation and objectives. This guide will help you navigate each section of the form online, ensuring you provide the necessary information with clarity and confidence.

Follow the steps to complete the Penguin Wealth form online.

1. Click the ‘Get Form’ button to access the Penguin Wealth questionnaire. This action will allow you to open the form for completion.
2. Begin with Section A, which outlines your financial objectives. Review the listed objectives and circle the number corresponding to their importance, from 1 (most important) to 5 (least important). Make sure to fill this section out for both clients, if applicable.
3. Proceed to Section B to input personal details for both Client 1 and Client 2. Include titles, first names, surnames, sex, date of birth, marital status, address, and contact details. Keep this information clear and accurate.
4. In Section C, provide details on occupation and earnings for both clients. Fill in main occupation, previous occupations, employer information, income sources, and any anticipated changes in personal circumstances.
5. Complete the expenditures in Section C by accurately detailing monthly expenses such as mortgage, utilities, and other payments for both clients.
6. Highlight any assets and liabilities in Section C. List all relevant financial assets, including properties, bank accounts, and investments, and detail any associated liabilities such as debts and mortgages.
7. Fill out Section D, including information about your house or land and mortgage details. Specify the value of your property and any other housing-related details.
8. Evaluate your protection planning needs in the ensuing subsections. Indicate any existing life or critical illness covers and retirement planning details.
9. In Section E, list all plans and investments for both clients, providing details on policies, company names, and related monetary figures.
10. Detail your attitude towards risk in Section F. Answer questions evaluating both risk and your capacity for loss across various financial planning areas.
11. Complete Section G, assessing your investment knowledge and experience. Answer questions about past investment advice, familiarity with certain types of products, and your overall knowledge.
12. Finally, in Section H, review and sign the declaration section to ensure the information provided is accurate. Include signature and date for both clients and the adviser.

Complete your Penguin Wealth questionnaire online today to begin your financial journey.