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Retirement Planning

How old are you now?

When would you like to retire?

What level of monthly income would you require?

What amount of monthly income (in today’s terms) would you like in retirement?

Do you think your current provision is adequate?

What currency to you wish to plan in?

Country of retirement?

What is your nationality?

Where are you tax resident?

Chilean AFP/ISAPRE

How many years have you lived in Chile?

How many years do you intend to live in Chile?

Are you currently contributing to the AFP?

Lump Sum Investment

Are you investing for income/capital growth or a mixture of both?

Income

Capital

Both

What amount are you potentially looking at investing?

Over what investment term?

Where are you tax resident?

Are you retired?

Yes

Insurances

What is your primary insurance concern?

What cover do you have in place at present?

What currency do you wish to insure in?

What is your nationality?

Where are you tax resident?

Planning for Education Costs

How many children are you looking to save for?

What are their current ages?

Are you looking to save for School or University funding?

School

University

Over what term?

What amount would you feel comfortable saving on a monthly basis?

International Banking

Are you interested in day to day banking or managed private investment services?

What currencies do you require for your international banking?

Do you require Visa Debit cards for these accounts?

Yes

What is your nationality?

Country of Residence?

Tax Guidance

Which area of tax guidance do you require advice on?

Estate and Succession planning

What is your nationality?

Where are you tax resident?

How old are you now?

Do you have a will in your home country?

Do you have a will in your country of residence?

Managing my company shares and options

What is your nationality?

Where are you tax resident?

On what exchange are your shares listed?

What is the value of your shares?

What is the value of your options?