Financial Needs Analysis Questionnaire


With the current difficult economic times it is important for all individuals to practice good economics and one of the ways to do this is through a financial needs analysis.  Financial needs analysis enables you to outline, analyze and evaluate all your financial needs in order cut back on luxuries and focus on necessities.  Proper financial planning requires that you carry out a financial needs analysis. The questions in a financial needs analysis are pretty clear cut and are easy to respond to. They enable a financial analyst to determine what your financial needs are and which you can eliminate.

Sample Financial Needs Analysis

Client’s details:

First name: ______________________________________________________________

Middle name: ____________________________________________________________

Last name: ______________________________________________________________

Gender: _________________________________________________________________

Date of birth: ____________________________________________________________

Occupation: _____________________________________________________________

Dependant’s details:

First name: ______________________________________________________________

Middle name: ____________________________________________________________

Last name: ______________________________________________________________

Gender: _________________________________________________________________

Date of birth: ____________________________________________________________

Occupation: _____________________________________________________________

First name: ______________________________________________________________

Middle name: ____________________________________________________________

Last name: ______________________________________________________________

Gender: _________________________________________________________________

Date of birth: ____________________________________________________________

Occupation: _____________________________________________________________

First name: ______________________________________________________________

Middle name: ____________________________________________________________

Last name: ______________________________________________________________

Gender: _________________________________________________________________

Date of birth: ____________________________________________________________

Occupation: _____________________________________________________________

Client’s financial details:

Gross monthly income: ____________________________________________________

Minus:

Income tax: ______________________________________________________________

Utility bills: _____________________________________________________________

Car loan repayments: ______________________________________________________

Car insurance: ___________________________________________________________

Mortgage or rent: _________________________________________________________

Health insurance: _________________________________________________________

Personal insurance: _______________________________________________________

Clients expense details:

Type of expense: _________________________________________________________

Cost of expense: __________________________________________________________

Type of expense: _________________________________________________________

Cost of expense: __________________________________________________________

Type of expense: _________________________________________________________

Cost of expense: __________________________________________________________

Details of assets:

Type of asset: ____________________________________________________________

Cost of asset: ____________________________________________________________

Value of asset: ___________________________________________________________

Amount saved each month: _________________________________________________

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Financial Analysis

Category: Finance Questionnaire

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