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Request Financial Plan

Gender
Date of Birth
Year
Month
Day
Do you have a WILL?
Marital Status
Spouse's Date of Birth
Year
Month
Day
Children

How many dependents do you have.

exp. John 18

Highest Qualification
Employment Status
Salary
Living Expenses

exp. Life insurance - R1,000,000

Home - R1,000,000

Business - R 500,000

exp. Credit card - R 10,000

Home Loan - R 800,000

The more we know the better the planning.

Financial Planner Buddy

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FINANCIAL PLANNER BUDDY is a wholly owned subsidiary of THREE MONKEYS GROUP, PTY(LTD) registration number: 2023/677442/07

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