Nexgen Finance

Financial Questionnaire

The following…… Confidential Investor Assessment. This will help us determine what value we can add to your life, and how we can help you succeed in living the life you want. It will also ensure that your first meeting with us is productive, and relevant to accomplishing your objectives. Your time is valuable – we want to honor that.

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General Information
Household Information
Investment Goals
Financial Documentation

General Information

Do you collect any residual income?

Do you have any supplemental income?

Household Information

What is your marital status?

Do you have any dependents?

What current protections do you have?

Do you own any major assets? Do you have any reserves? Do you have any Liabilities?

Investment Goals

Please list at least three short-term financial goals that you would like to achieve as a result of investing with NexGen Finance.

Please list at least three long-term financial goals that you would like to achieve as a result of investing with NexGen Finance.

How would you best describe your risk tolerance in previous investments (ie: Conservative, Moderate, Aggressive?)

What is the annual Return On Investment (ROI) that you expect to achieve if Investing with NexGen Finance?

What percentage of your income do you believe you should save in order to have a sound economic model (ie: 10%, 15%, etc.)?

At what age are you planning to be “Financially Independent” and, how much income do you believe you should have and for how long? What are some immediate financial concerns that you have with investing? (if any) What are some long-term financial concerns that you have with investing? (if any)

Financial Documentation

Power of Attorney

Personal Income Tax Returns

Investment Account Statements

Financial Questionnaire

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Financial Questionnaire

To continue please enter the access code

General Information

Household Information

Investment Goals

Financial Documentation