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THE FINWELL SCORE SURVEY

This scorecard is designed to help you self reflect on your ability to set goals and achieve them, within the context of money, finances and wealth.

By giving an honest review of where you are at now, you can put in place plans to improve your skills and your chances of success at doing wealth well and taking ownership over your own future.

A financial advisory service like ours can assist you, but at the end of the day the responsibility for your success relies on you.

Rate yourself RED if you think you have no skills in this area, ORANGE if you’re doing ok, and GREEN if you think you’ve got it under control.

Once complete, we will provide you with tips, resources and encouragement to improve your score and to improve your ability to put in place actions on the FINWELL LIST.

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* 1. SET AND REAFFIRM A REALISTIC GOAL DUE BY A DEADLINE -  

Setting a realistic goal, when done correctly, will motivate you to form a plan and give you a compass to avoid distractions and assist you in achieving it.

The foundation for any planning of a goal is: WHAT IS IT THAT YOU WANT TO ACHIEVE?

Having a clear goal in mind - your True North - is key to achieving success.

  NO(RED) OK(ORANGE) YES(GREEN)
I FEEL I KNOW HOW TO SET GOALS
I AM CONFIDENT I CAN ACHIEVE MY GOALS
I HAVE A METHOD TO PLAN ACTIVITIES THAT HELP ME ACHIEVE MY GOALS

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* 2. CREATE AND REVIEW YOUR BUDGET

The most difficult part of managing money is maintaining discipline on what you spend and restricting yourself to ensure that you protect your goal.

Much of our money is spent on prior obligations (rent, car payments, transport etc.)

Having a budget planner template helps to create a framework for a budget and tracking expenses against it allows you the chance to achieve your desired budget
outcome.

  NO(RED) OK(ORANGE) YES(GREEN)
I KNOW HOW TO CREATE A BUDGET
I HAVE CREATED A BUDGET THAT I CAN FOLLOW
I REVIEW THE BUDGET ON A REGULAR BASIS - ONCE A MONTH

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* 3. MANAGE YOUR FINANCIAL OBLIGATIONS

There are two things that can save you a fortune:

Being organised around your tax
Comparing your bills month by month

We have to do our tax returns every year and having ready access to any tax deductions that were applicable to you can save you thousands of dollars a year on your taxes.

  NO(RED) OK(ORANGE) YES(GREEN)
I KNOW ALL MY FINANCIAL OBLIGATIONS
I HAVE A PLAN TO MANAGE THESE OBLIGATIONS
I AM ACTIVELY MANAGING MY OBLIGATIONS

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* 4. SET AN INVESTING OBLIGATION

Successful investors will always prioritise long-term income production over short-term gratification.

A successful action by investors we have seen achieve greatness has been to prioritise investing as their most important expense, even before day to day spending.

  NO(RED) OK(ORANGE) YES(GREEN)
I KNOW HOW TO SET AN INVESTING OBLIGATION
I HAVE SET AN INVESTING OBLIGATION
I AM MEETING  MY INVESTING OBLIGATION

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* 5. CREATE AND UPDATE MY CHART OF WEALTH

A 'Chart Of Wealth' is an overview of your current financial position. Updating your 'Chart Of Wealth' on a regular basis allows you to have the greater chance to control what is going on with your money.

Without it, you are like a truck driver, speeding along with a muddy window where you cannot see in front of you.

Trying to navigate blind will lead to disaster.

  NO(RED) OK(ORANGE) YES(GREEN)
I KNOW HOW TO CREATE MY CHART OF WEALTH
I HAVE CREATED MY CHART OF WEALTH
I AM REGULARLY UPDATING MY CHART OF WEALTH

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* 6. CAP DISCRETIONARY EXPENSES FOR THE WEEK

It’s almost a law that ‘expenses tend to grow to fill the
available space for expenses!’.

We’ve found after coaching thousands of people with
their money, that if people don’t put a cap on the
weekly amount available for spending then their
spare money will likely be spent and potentially
wasted.

  NO(RED) OK(ORANGE) YES(GREEN)
I HAVE SET A CAP FOR DISCRETIONARY EXPENSES
I ALWAYS KEEP BELOW THAT CAP
I CAN ADJUST FOR UNEXPECTED SITUATIONS AND GET BACK TO BELOW CAP

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* 7. AGREE AND REVIEW RULES FOR SPENDING

The ability to keep your word is essential to your success with money, relationships ....... actually anything.

That’s why when it comes to money and spending, we recommend that everyone has written agreements about what can be spent which will hold the fort for you when uncertainty encroaches.

  NO(RED) OK(ORANGE) YES(GREEN)
I HAVE DRAFTED RULES FOR SPENDING
I HAVE AGREEMENT FROM ALL STAKEHOLDERS
I AM KEEPING TO THESE RULES

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* 8. STRIVE TO BE EXCEPTIONAL

It’s always a good idea to remember that we don’t go from average to exceptional overnight, we have to work at it.

In this section, we identify ways that you can seek to improve yourself bit by bit, until you are an absolute standout.

We have found that the best way to improve your income is to be more valuable to others.

That’s why we always encourage everyone to strive always to be their best.

  NO(RED) OK(ORANGE) YES(GREEN)
I HAVE MY OWN GOAL ON WHAT EXCEPTIONAL IS FOR ME
I HAVE PUT IN PLACE A PLAN TO REACH THIS GOAL
I AM UNDERTAKING DAILY AND WEEKLY STEPS TOWARDS THIS GOAL

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* 9. MAKE AND REVIEW YOUR WEEKLY HEALTH TARGET

Having a healthy body = a healthy mindset.

There is a lot of benefit to be had in working on your health. It goes without saying that when our body is doing well our performance improves.

We suggest that you fill your space with things that improve the chance that your health goals will be a reality. Actions that are clearly beneficial to making health improve include:

- Improve our diet
- Have an exercise goal
- Remove/limit exposure to negative people

- Hold your space in regards to time(exercise, sleep, family etc)

  NO(RED) OK(ORANGE) YES(GREEN)
I HAVE MADE WEEKLY HEALTH TARGETS
I AM MEETING MY WEEKLY HEALTH TARGETS
I AM REVIEWING THESE WEEKLY HEALTH TARGETS REGULARLY

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* 10. STOP NEEDLESS ACTIVITIES

With the advent of social media, Youtube,
online video stores, web chats and blogs, people
today have more distractions than ever from
achieving their goals.

In fact, recent statistics suggest that the average
person spends between 3.5 and 6 hours a day
watching television or on social media!!

This is why we need to check ourselves on these
things to ensure that we are being effective.

  NO(RED) OK(ORANGE) YES(GREEN)
I KNOW WHAT ACTIVITIES ARE NEEDLESS FOR ME
WHEN I FIND MYSELF DOING THESE, I CAN STOP THEM
I HAVE A METHOD FOR SWITCHING TO NEEDFUL ACTIVITIES

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* 11. Would you be interested to get a copy of this survey and to know more about a program to help you improve your score? (If so, we'll organise a time to chat about it further if you can provide your contact details below - all your answers will remain confidential)

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* 12. If Yes, what is your email address? (your survey answers are confidential)

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* 13. What is the best phone number to contact you on?

0 of 13 answered
 

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