Page 1 of 11 1. How much do you currently earn annually?This helps determine your current savings potential for retirement. A) Less than ₱300,000 B) ₱300,000 - ₱500,000 C) ₱500,000 - ₱800,000 D) ₱800,000 - ₱1,200,000 E) Over ₱1,200,000 Page 2 of 11 2. How many years do you have until retirement? A) Less than 10 years B) 10-15 years C) 15-20 years D) 20-25 years E) Over 25 years Page 3 of 11 3. How much do you currently save or invest per year? A) Less than 5% of my income B) 5% - 10% of my income C) 10% - 15% of my income D) 15% - 20% of my income E) Over 20% of my income Page 4 of 11 4. Do you have an existing retirement savings plan or pension? A) No B) I have a pension or retirement plan with less than ₱200,000 C) I have a pension or retirement plan with ₱200,000 - ₱500,000 D) I have a pension or retirement plan with ₱500,000 - ₱1,000,000 E) I have a pension or retirement plan with over ₱1,000,000 Page 5 of 11 5. What are your expected monthly expenses after retirement?This includes the basic costs you’ll have once you retire (housing, food, utilities, etc.). A) Less than ₱30,000 B) ₱30,000 - ₱50,000 C) ₱50,000 - ₱80,000 D) ₱80,000 - ₱120,000 E) Over ₱120,000 Page 6 of 11 6. Do you expect to have any major one-time expenses in retirement (e.g., healthcare, big purchases, home renovations, etc.)? A) No major expenses planned B) Less than ₱100,000 C) ₱100,000 - ₱500,000 D) ₱500,000 - ₱1,000,000 E) Over ₱1,000,000 Page 7 of 11 7. What is your current investment strategy (stocks, mutual funds, real estate, etc.)? A) I don’t currently invest B) I have small investments in stocks, mutual funds, or real estate C) I have moderate investments in stocks, mutual funds, or real estate D) I have significant investments and regularly contribute E) I am actively managing a diversified portfolio Page 8 of 11 8. Do you have dependents (children, spouse, aging parents, etc.)? A) No dependents B) 1 dependent C) 2 dependents D) 3 or more dependents Page 9 of 11 9. What is the total amount of any outstanding debt you currently have (mortgage, loans, credit cards, etc.)? A) Less than ₱500,000 B) ₱500,000 - ₱1,000,000 C) ₱1,000,000 - ₱2,000,000 D) Over ₱2,000,000 Page 10 of 11 10. Do you have existing life insurance or other financial protections in place? If so, how much coverage? A) No life insurance B) Less than ₱100,000 C) ₱100,000 - ₱500,000 D) ₱500,000 - ₱1,000,000 E) Over ₱1,000,000 Page 11 of 11 11. What savings or investments do you currently have that can be used for your family’s future financial needs? A) Less than ₱50,000 B) ₱50,000 - ₱250,000 C) ₱250,000 - ₱500,000 D) Over ₱500,000 View ResultsPlease provide your contact information to proceed.Email Address *Full Name *PhoneConsent *Yes, I agree with the privacy policy and terms and conditions.Calculate Now Facebook Messenger Twitter LinkedIn Pinterest