Elite Insurance Solutions Suite
Protection & Continuity Discovery Questionnaire
Welcome to the Elite Insurance Solutions Suite.
This confidential discovery process is designed to help us understand your responsibilities, priorities, lifestyle goals, and current protection structures. It goes beyond insurance products and focuses on building a coordinated strategy that protects what matters most through every stage of life.
The insights shared will guide the preparation of your Elite Insurance Blueprint — a personalised advisory summary highlighting strengths, identifying hidden gaps, and recommending strategies aligned with your vision, responsibilities, and long-term goals.
Let's Get to know you first
SECTION A: VISION, VALUES & PRIORITIES
1. Which values best reflect what matters most to you?
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1. Which values best reflect what matters most to you?
2. What does a well-protected future look like for you and your family?
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3. What kind of impact or legacy would you like your life’s work to create?
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4. What are you currently building, growing, or protecting?
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4. What are you currently building, growing, or protecting?
SECTION B: FAMILY & RESPONSIBILITIES
5. Primary decision-maker(s)
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Number of dependants / household members:
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Children’s current education stage:
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Children’s current education stage:
9. Do you support parents, relatives, or others outside your household?
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9. Do you support parents, relatives, or others outside your household?
10. Are there businesses, partnerships, or family assets requiring continuity planning?
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10. Are there businesses, partnerships, or family assets requiring continuity planning?
SECTION C: CURRENT PROTECTION POSITION
11. Which of the following protection structures do you currently have?
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11. Which of the following protection structures do you currently have?
12. Which statement best describes your current protection approach?
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12. Which statement best describes your current protection approach?
13. Do you feel your current insurance and financial structures work together clearly and intentionally?
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13. Do you feel your current insurance and financial structures work together clearly and intentionally?
SECTION D: RISK & CONTINUITY REVIEW
14. If your income was interrupted today, would your household maintain its lifestyle and responsibilities comfortably for at least 6–12 months?
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14. If your income was interrupted today, would your household maintain its lifestyle and responsibilities comfortably for at least 6–12 months?
15. Would your children’s education continue smoothly through life’s unexpected events?
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15. Would your children’s education continue smoothly through life’s unexpected events?
16. Would your household retain access to quality healthcare during a major medical situation?
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16. Would your household retain access to quality healthcare during a major medical situation?
17. Would your family or business experience financial strain in your absence?
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17. Would your family or business experience financial strain in your absence?
18. Are any major assets currently uninsured or under-protected?
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18. Are any major assets currently uninsured or under-protected?
SECTION E: LIFESTYLE & FUTURE GOALS
19. Which statement best reflects your current financial season?
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19. Which statement best reflects your current financial season?
20. Which areas currently require the greatest financial attention?
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20. Which areas currently require the greatest financial attention?
21. What type of education goals do you envision for your children or dependants?
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21. What type of education goals do you envision for your children or dependants?
22. What does your ideal retirement lifestyle look like?
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22. What does your ideal retirement lifestyle look like?
SECTION F: LEGACY & SUCCESSION
23. Have you formally documented how your wealth, responsibilities, or assets should be handled in your absence?
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23. Have you formally documented how your wealth, responsibilities, or assets should be handled in your absence?
24. Are your beneficiaries and succession wishes currently up to date?
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24. Are your beneficiaries and succession wishes currently up to date?
25. How are your key assets currently held?
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25. How are your key assets currently held?
26. What matters most to you when thinking about succession and legacy?
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26. What matters most to you when thinking about succession and legacy?
SECTION G: SOLUTION PRIORITIES & READINESS
27. Which areas feel most urgent for you right now? (Select up to 3)
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27. Which areas feel most urgent for you right now? (Select up to 3)
28. What level of implementation feels most aligned to your current season?
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28. What level of implementation feels most aligned to your current season?
29. What type of support would you value most?
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29. What type of support would you value most?
Thank you for completing the Elite Insurance Solutions Suite Discovery Questionnaire.
Your responses will support the preparation of your personalised Elite Insurance Blueprint — designed to bring clarity, structure, and intentionality to how you protect what matters most as you thrive.
Empower. Protect. Thrive.
