GETTING TO KNOW YOU! - Essential Spending Planner

New Happy Spender - Getting to Know You

Welcome to the Spending Planner journey!

Name - Partner 1(Required)

First Last

Occupation(Required)

Self Employed(Required)

Name - Partner 2 (if applicable)

First Last

Partner Email

Partner Phone

Partner Occupation

How many dependant children live at home

Do you own your own home(Required)

Yes, no mortgage

Yes, with a mortgage

No, but I'm interested

No, not interested

Do you own an investment property(Required)

Yes, no mortgage

Yes, with a mortgage

No, but I'm interested

No, not interested

What is the TOTAL $ of your PERSONAL DEBT? (credit cards, personal loans, car loans, afterpay, zip pay, etc). Do NOT include mortgages(Required)

How much savings do you have(Required)

What is your motivation to create a Spending Plan(Required)

What are your TOP 3 financial goals(Required)

How or where did you hear about Essential Spending Planner (A Spending Plan)(Required)

Did someone refer you to Essential Spending Planner, if so whom?