Financial Health Check

1.Name
2.Contact Email
3.Contact Number
4.When it comes to money, how far ahead do you tend to think and plan?
5.My current income meets my living costs.
6.I can handle whatever comes my way, financially.
7.I have access to sufficient funds in the event of an emergency.
8.My assets and investments are structured tax effectively.
9.I have financial goals and can list them.
10.My debt is structured in the best possible way.
11.I am concerned about my level of debt.
12.I understand what types of personal insurance are available (eg. Life, TPD, Trauma, Income Protection, etc.)
13.I understand what personal insurance I have.
14.I have the appropriate level of personal insurance cover in place.
15.I and my family would continue to live comfortably if I was impacted by death or disability.
16.I have a clear understanding of my retirement goals (assets and income).
17.I am on track to achieve my retirement goals.
18.My wills are up to date and reflect my current wishes.
19.I have someone who is able to make financial decisions on my behalf if I am unable to (Power of Attorney).
20.I have someone who is able to make medical decisions on my behalf if I am unable to do so (Advance Care Directive).
Current Progress,
0 of 20 answered