Financial Health Check

Part 2 - Financial Health Check

This will help us both understand your priorities. Just choose the answer that seems closest to you.

Earning and Saving

* Indicates required field

How confident are you that you plan and control spending *

Not at all confident and needs immediate review Not confident and needs review soon Quite confident but may need reviewing Very confident and no attention required

How confident are you that your current income meets your living costs *

Not at all confident and needs immediate review Not confident and needs review soon Quite confident but may need reviewing Very confident and no attention required

How confidant are you that your income is well structured and tax efficient *

Not at all confident and needs immediate review Not confident and needs review soon Quite confident but may need reviewing Very confident and no attention required

How confident are you that your surplus income is being invested efficiently for wealth creation *

Not at all confident and needs immediate review Not confident and needs review soon Quite confident but may need reviewing Very confident and no attention required

How confident are you that your income and employment are secure *

Not at all confident and needs immediate review Not confident and needs review soon Quite confident but may need reviewing Very confident and no attention required

Comment *

Insurance

How confident are you that your insurances cover you comprehensively for most forseeable circumstances *

Not at all confident and needs immediate review Not confident and needs review soon Quite confident but may need reviewing Very confident and no attention required

How confident are you that you are paying the most competitive premiums *

Not at all confident and needs immediate review Not confident and needs review soon Quite confident but may need reviewing Very confident and no attention required

How confident are you that you have the right types and right amounts of insurance *

Not at all confident and needs immediate review Not confident and needs review soon Quite confident but may need reviewing Quite confident but may need reviewing

How confident are you that you family would continue to live comfortably if something happened to you *

Not at all confident and needs immediate review Not confident and needs review soon Quite confident but may need reviewing Very confident and no attention required

How confident are you that your insurances are regularly reviewed *

Not at all confident and needs immediate review Not confident and needs review soon Quite confident but may need reviewing Very confident and no attention required

Comment *

Debt

How confident are you that your debt is structured in the best possible way *

Not at all confident and needs immediate review Not confident and needs review soon Quite confident but may need reviewing Very confident and no attention required

How confident are you that you have the right mix of personal and investment debt *

Not at all confident and needs immediate review Not confident and needs review soon Quite confident but may need reviewing Very confident and no attention required

How confident are you that you have a strategy to eliminate debt in the shortest possible time *

Not at all confident and needs immediate review Not confident and needs review soon Quite confident but may need reviewing Very confident and no attention required

How confident are you that your overall levels of debt are appropriate for your current stage in life *

Not at all confident and needs immediate review Not confident and needs review soon Quite confident but may need reviewing Very confident and no attention required

How confident are you that your debts are regularly reviewed *

Not at all confident and needs immediate review Not confident and needs review soon Quite confident but may need reviewing Very confident and no attention required

Comment *

Investment

How confident are you that you have an appropriate 5 year wealth plan *

Not at all confident and needs immediate review Not confident and needs review soon Quite confident but may need reviewing Very confident and no attention required

How confident are you that you have a tax efficient investment structure *

Not at all confident and needs immediate review Not confident and needs review soon Quite confident but may need reviewing Very confident and no attention required

How confident are you that you understand the risk/reward tradeoff between your investment strategy and other options *

Not at all confident and needs immediate review Not confident and needs review soon Quite confident but may need reviewing Very confident and no attention required

How confident are you that your investments are achieving your goals *

Not at all confident and needs immediate review Not confident and needs review soon Quite confident but may need reviewing Very confident and no attention required

How confident are you that you can sleep at night with the investments you have in place *

Not at all confident and needs immediate review Not confident and needs review soon Quite confident but may need reviewing Very confident and no attention required

Comment *

Retirement Planning

How confidant are you that you have a clear understanding of your retirement goals *

Not at all confident and needs immediate review Not confident and needs review soon Quite confident but may need reviewing Very confident and no attention required

How confidant are you that you have a clear understanding of your retirement income needs *

Not at all confident and needs immediate review Not confident and needs review soon Quite confident but may need reviewing Very confident and no attention required

How confidant are you that you are on track to achieve your required income in retirement *

Not at all confident and needs immediate review Not confident and needs review soon Quite confident but may need reviewing Very confident and no attention required

How confident are you that your retirement funds will last throughout your retirement *

Not at all confident and needs immediate review Not confident and needs review soon Quite confident but may need reviewing Very confident and no attention required

How confident are you that your retirement funding strategy is structured tax efficiently *

Not at all confident and needs immediate review Not confident and needs review soon Quite confident but may need reviewing Very confident and no attention required

Comment *

Estate Planning

How confident are you that your Will is up to date and reflects your wishes *

Not at all confident and needs immediate review Not confident and needs review soon Quite confident but may need reviewing Very confident and no attention required

How confident are you that your assets will go to the right people, at the right time, tax effectively *

Not at all confident and needs immediate review Not confident and needs review soon Quite confident but may need reviewing Very confident and no attention required

How confident are you that you have someone to make financials decisions on your behalf if you are unable to do so *

Not at all confident and needs immediate review Not confident and needs review soon Quite confident but may need reviewing Very confident and no attention required

How confident are you that your surviving family or executor would easily find all relevant documentation *

Not at all confident and needs immediate review Not confident and needs review soon Quite confident but may need reviewing Very confident and no attention required

How confident are you that your family are aware of your future health care wishes, if you are unable to make decisions for yourself *

Not at all confident and needs immediate review Not confident and needs review soon Quite confident but may need reviewing Very confident and no attention required

Comment *

Name *

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Email *

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