Apt Wealth Partners Client Financial Health Check
Are you on track to achieve your finance goals? Please complete this short survey to receive your financial health rating.
The following survey includes 10 questions and is estimated to take 3 minutes to complete.
OK
*
1.
Name
(Required.)
2.
Adviser (Optional)
*
3.
Email Address
(Required.)
*
4.
In the last 12 months have you set or reviewed your:
(Required.)
Yes
No
N/A
Superannuation
Yes
No
N/A
Investments
Yes
No
N/A
Personal insurances
Yes
No
N/A
Loans
Yes
No
N/A
Estate plan including wills, POA’s and Philanthropy planning
Yes
No
N/A
5.
Please complete the following questions:
Yes
No
N/A
Do you have a plan to be financially independent?
Yes
No
N/A
Do you have a plan to fund your children’s education?
Yes
No
N/A
Do you know how your super is invested?
Yes
No
N/A
Do you know how much retirement income your super is on track to provide you?
Yes
No
N/A
If you have a SMSF, have you completed your investment and insurance strategies?
Yes
No
N/A
If you are a business owner, have you reviewed your business plan in the last 12 months?
Yes
No
N/A
*
6.
Your Income: How confident are you that:
(Required.)
Not Confident
Somewhat Confident
Confident
Very Confident
N/A
Your income is tax-effective?
Not Confident
Somewhat Confident
Confident
Very Confident
N/A
Your savings are working towards your financial goals?
Not Confident
Somewhat Confident
Confident
Very Confident
N/A
Your income covers your current lifestyle?
Not Confident
Somewhat Confident
Confident
Very Confident
N/A
7.
Your Wealth: How confident are you that:
Not Confident
Somewhat Confident
Confident
Very Confident
N/A
Your investments are tax effective?
Not Confident
Somewhat Confident
Confident
Very Confident
N/A
You’re maximising your superannuation?
Not Confident
Somewhat Confident
Confident
Very Confident
N/A
You can pay off your debt?
Not Confident
Somewhat Confident
Confident
Very Confident
N/A
You are getting all your government entitlements?
Not Confident
Somewhat Confident
Confident
Very Confident
N/A
Your current interest rate is competitive (if you have an existing loan)?
Not Confident
Somewhat Confident
Confident
Very Confident
N/A
8.
Your financial goals: How confident are you that:
Not Confident
Somewhat Confident
Confident
Very Confident
N/A
You are on track to achieve your financial goals?
Not Confident
Somewhat Confident
Confident
Very Confident
N/A
You have the right plan in place to ensure your retirement funds last a lifetime (and will maintain your lifestyle)
Not Confident
Somewhat Confident
Confident
Very Confident
N/A
9.
Your Protection: How confident are you that:
Not Confident
Somewhat Confident
Confident
Very Confident
N/A
Your family can maintain their current lifestyle if you became ill, injured or you pass away
Not Confident
Somewhat Confident
Confident
Very Confident
N/A
Your current insurance policies are priced competitively
Not Confident
Somewhat Confident
Confident
Very Confident
N/A
You are minimising tax on your insurance premiums?
Not Confident
Somewhat Confident
Confident
Very Confident
N/A
10.
Your Wealth Transition: How confident are you that:
Not Confident
Somewhat Confident
Confident
Very Confident
N/A
Your Will reflects your current wishes and financial situation?
Not Confident
Somewhat Confident
Confident
Very Confident
N/A
Your finances are structured properly to protect and support your family?
Not Confident
Somewhat Confident
Confident
Very Confident
N/A
Your assets will tax effectively transfer to the next generation?
Not Confident
Somewhat Confident
Confident
Very Confident
N/A
*
11.
Do you currently use any of the following advisory services?
(Required.)
Yes
No
Accountant
Yes
No
Financial Adviser
Yes
No
Lawyer
Yes
No
Loan expert
Yes
No
Insurance Broker
Yes
No
General Advice warning
The information provided in this survey does not constitute financial product advice. The information is of a general nature only and does not take into account your individual objectives, financial situation or needs. It should not be used, relied upon, or treated as a substitute for specific professional advice. Apt Wealth Partners (AFSL and ACL 436121 ABN 49 159 583 847) and Apt Wealth Home Loans (powered by Smartline ACL 385325) recommends that you obtain professional advice before making any decision in relation to your particular requirements or circumstances.
Current Progress,
0 of 11 answered
