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Financiële planning
Financial Life Planning
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Stap
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van
7
14%
First applicant
First name
Gender
Male
Female
Date of birth
Initials
Date of birth
DD slash MM slash JJJJ
Address
Zip code
Residence
E-mailaddress
Phone number
Education
Basic education
Mavo | General secondary education
Havo | Senior general secondary education
VWO | Pre-university education
MBO | Lower vocational education
HBO | Higher vocational education
WO | University
Second applicant
First name
Gender
Male
Female
Birth name
Initials
Date of birth
DD slash MM slash JJJJ
Address
Zip code
Residence
E-mailaddress
Phone number
Education
Basic education
Mavo | General secondary education
Havo | Senior general secondary education
VWO | Pre-university education
MBO | Lower vocational education
HBO | Higher vocational education
WO | University
Family situation
Gezinssituatie
Married with prenuptial agreement
Married without prenuptial agreement
Registered partnership with partnership conditions
Registered partnership without partnership conditions
Cohabiting with cohabitation contract
Cohabiting without cohabitation contract
Single
Previous marriage
Previous marriage
First applicant
Date divorce
DD slash MM slash JJJJ
Spousal maintenance
Child support
Previous marriage
Second applicant
Date divorce
DD slash MM slash JJJJ
Spousal maintenance
Child support
Children
First name child
Last name child
Gender
Boy
Girl
Date of birth
MM slash DD slash JJJJ
First name child
Last name child
Gender
Boy
Girl
Date of birth
MM slash DD slash JJJJ
First name child
Last name child
Gender
Boy
Girl
Date of birth
MM slash DD slash JJJJ
Housing costs
Current (gross) housing costs?
Maximum new gross housing costs?
How much savings do you want to invest?
Assets
Savings
Investments
2nd Home
Donation
Loans
(debts)
Credit cards
(debts)
Student loan
(debts)
Private Lease
(debts)
How much do you save on average per month?
Current insurances
Have you taken out a term life insurance policy?
(death)
Yes
No
What is the amount that is paid in the event of death?
(death)
Have you taken out additional (housing costs) insurance in the event of illness or incapacity for work?
(Illness and disability)
Yes
No
What is the (monthly) amount that will be paid?
(Illness and disability)
Have you taken out additional (housing costs) insurance in the event of temporary unemployment?
(unemployment)
Yes
No
What is the (monthly) amount that will be paid?
(unemployment)
Pension
When do you want to be able to stop working?
First applicant
When do you want to be able to stop working?
Second applicant
Is the appointment in the context of a home purchase or mortgage application?
Yes
No
Risk
Is the current income sufficient for your lifestyle?
Yes, the income is more than sufficient and I save a lot.
Yes, the income is sufficient, I have some left over.
The income is sufficient, but I have nothing left.
No, the income is insufficient.
Are you prepared to reduce your spending pattern in the event of financial setbacks, such as illness, unemployment or death?
Yes, I am willing to sell my house.
Yes, I am willing to make some changes to my lifestyle.
No, I want to minimize this risk as much as possible.
No, I'm not willing to take this risk.
Are you familiar with mortgage types such as annuity mortgage, linear and interest-only?
Yes, I am well acquainted with this.
Yes, I am basically familiar with this.
No, I'm not familiar with this.
If you can choose from the following options, how long do you want to fix the interest on your mortgage?
Variable rate, 1 month.
A fixed interest rate between 1 and 3 years.
A fixed interest rate between 5 and 10 years.
A fixed interest rate between 12 and 30 years.
What is your preference with regard to paying off your mortgage (before retirement)?
The mortgage must then be repaid in full.
In that case, the mortgage must be partially repaid.
Then I want to be able to continue living in the house.
I'd rather not pay off the mortgage at all.
What is your preference with regard to paying off your mortgage in the event of death?
The mortgage must then be repaid in full.
In that case, the mortgage must be partially repaid.
Then I want to be able to continue living in the house.
I'd rather not pay off the mortgage at all.
