Financial Needs Analysis

Feel free to download our basic or advanced finance templates, they are intuitive and in several kinds of formats, such as PDF, WORD, PPT, XLS (Excel includes formulas and can calculate sums automatically), etc. 

Using this Financial Needs Analysis financial template guarantees that you will save time, cost and efforts and enables you to reach the next level of success in your project, education, work, and business!

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Looking for more? Our collection of financial documents, templates, forms, and spreadsheets includes templates designed specifically for small business owners, private individuals, or Finance Staff. Find financial projections to calculate your startup expenses, payroll costs, sales forecast, cash flow, income statement, balance sheet, break-even analysis, financial ratios, cost of goods sold, amortization and depreciation for your company. These financial templates also work with OpenOffice and Google Spreadsheets, so if you are operating your business on a very tight budget, hopefully, you'll be able to make these financial templates work for you as well.

proceeds from business sale, redundancy payments, transfer from foreign super funds, personal injury) Contributions (please detail) Adviser Notes on Superannuation – Client 1 Adviser Notes on Superannuation – Client 2 P a g e 14 20 This section is not applicable  Client/s chosen not to complete this section  PENSION AND/OR ANNUITY FUND/S Investor / Owner FUND 1 FUND 2 FUND 3 FUND 4 Client 1 / Client 2 Client 1 / Client 2 Client 1 / Client 2 Client 1 / Client 2 Type Product name / provider Member number Beneficiary Type of nomination / Inception date / / / / / / Current value Purchase price Tax free amount Term at purchase Payment / year year year Year pa pa pa pa Payment frequency Payment indexation Centrelink / DVA deductable amount Fees Exit fee Management cost (per annum) Administration costs Other fees Other fees (detail) Adviser Notes on Other Pension and/or Annuities – Client 1 Adviser Notes on Other Pension and/or Annuities – Client 2 P a g e 15 20 YOUR RETIREMENT ESTATE This section asks about your retirement and your estate.. Please provide documentation if possible (ie Policy schedules) This section is not applicable  Client/s chosen not to complete this section  PERSONAL AND BUSINESS INSURANCE Life insured FUND 1 FUND 2 FUND 3 FUND 4 Client 1 / Client 2 Client 1 / Client 2 Client 1 / Client 2 Client 1 / Client 2 Policy owner Policy number Life cover TPD cover Income protection benefit pm pm pm pm Trauma / critical Illness cover pm pm pm pm Business expense pm pm pm pm Total premium Insurance provider Premium frequency Is the policy through Super fund Yes / No Yes / No Yes / No Yes / No Is the benefit indexed Yes / No Yes / No Yes / No Yes / No Level / Stepped Level / Stepped Level / Stepped Level / Stepped Any / Own Any / Own Any / Own Any / Own Agreed / Indemnity Agreed / Indemnity Agreed / Indemnity Agreed / Indemnity Increasing claims options Yes / No Yes / No Yes / No Yes / No Super continuance Yes / No Yes / No