Income concentration
How many sources does your household depend on? Which interruption would create the greatest pressure?
Liquidity and obligations
Which funds are accessible, and which essential commitments would continue during a disruption? Record what you know and what needs checking.
Debt and fixed costs
Where are your repayment obligations recorded? Which dates, terms, or commitments need a clearer record?
Protection questions
Which health, life, disability, or business-protection arrangements should you review with an appropriately qualified professional?
Retirement and assets
Can you locate your pension, contribution, account, and investment records? What do you need to clarify about time horizons, concentration, or access?
Cost-of-living exposure
Which household commitments are most sensitive to changing prices or currency? Record questions without assuming a future outcome.
Household continuity
Would the right person know where essential documents and beneficiary records are kept? Keep account identifiers and passwords private.
Skills and future income
Which skills, work options, and responsibilities shape your future income choices? What information would make the next conversation more useful?