Financial Health Check
1. First Name
*
2. Surname
*
3. Contact Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
4. Email Address
*
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Income & Budget
5. My current income meets my living costs
*
Not at all confident and needs urgent attention in the next 1 to 3 months
Not confident and needs reviewing in the next 6 months
Quite confident but may need reviewing in the next 12 months
Very confident and no attention is required at the moment
N/A
6. My income is well structured and tax efficient
*
Not at all confident and needs urgent attention in the next 1 to 3 months
Not confident and needs reviewing in the next 6 months
Quite confident but may need reviewing in the next 12 months
Very confident and no attention is required at the moment
N/A
7. My children's education costs are covered
*
Not at all confident and needs urgent attention in the next 1 to 3 months
Not confident and needs reviewing in the next 6 months
Quite confident but may need reviewing in the next 12 months
Very confident and no attention is required at the moment
N/A
8. My surplus income is being invested efficiently for wealth creation
*
Not at all confident and needs urgent attention in the next 1 to 3 months
Not confident and needs reviewing in the next 6 months
Quite confident but may need reviewing in the next 12 months
Very confident and no attention is required at the moment
N/A
9. My income and employment are secure
*
Not at all confident and needs urgent attention in the next 1 to 3 months
Not confident and needs reviewing in the next 6 months
Quite confident but may need reviewing in the next 12 months
Very confident and no attention is required at the moment
N/A
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Investing
10. I have an appropriate 5 year wealth plan
*
Not at all confident and needs urgent attention in the next 1 to 3 months
Not confident and needs reviewing in the next 6 months
Quite confident but may need reviewing in the next 12 months
Very confident and no attention is required at the moment
N/A
11. I have a tax efficient investment structure
*
Not at all confident and needs urgent attention in the next 1 to 3 months
Not confident and needs reviewing in the next 6 months
Quite confident but may need reviewing in the next 12 months
Very confident and no attention is required at the moment
N/A
12. I understand the risk/reward trade-off between my investment strategy and other investment options
*
Not at all confident and needs urgent attention in the next 1 to 3 months
Not confident and needs reviewing in the next 6 months
Quite confident but may need reviewing in the next 12 months
Very confident and no attention is required at the moment
N/A
13. My investments are achieving my goals
*
Not at all confident and needs urgent attention in the next 1 to 3 months
Not confident and needs reviewing in the next 6 months
Quite confident but may need reviewing in the next 12 months
Very confident and no attention is required at the moment
N/A
14. I can sleep at night with the investments I have in place
*
Not at all confident and needs urgent attention in the next 1 to 3 months
Not confident and needs reviewing in the next 6 months
Quite confident but may need reviewing in the next 12 months
Very confident and no attention is required at the moment
N/A
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Debt & Mortgage
15. My debt is structured in the best possible way
*
Not at all confident and needs urgent attention in the next 1 to 3 months
Not confident and needs reviewing in the next 6 months
Quite confident but may need reviewing in the next 12 months
Very confident and no attention is required at the moment
N/A
16. I have the right mix of personal and investment debt
*
Not at all confident and needs urgent attention in the next 1 to 3 months
Not confident and needs reviewing in the next 6 months
Quite confident but may need reviewing in the next 12 months
Very confident and no attention is required at the moment
N/A
17. I have a strategy to eliminate my personal debt in the shortest possible time
*
Not at all confident and needs urgent attention in the next 1 to 3 months
Not confident and needs reviewing in the next 6 months
Quite confident but may need reviewing in the next 12 months
Very confident and no attention is required at the moment
N/A
18. My overall debt levels are appropriate for my current life status
*
Not at all confident and needs urgent attention in the next 1 to 3 months
Not confident and needs reviewing in the next 6 months
Quite confident but may need reviewing in the next 12 months
Very confident and no attention is required at the moment
N/A
19. My debt plan is regularly reviewed
*
Not at all confident and needs urgent attention in the next 1 to 3 months
Not confident and needs reviewing in the next 6 months
Quite confident but may need reviewing in the next 12 months
Very confident and no attention is required at the moment
N/A
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Personal Insurance
20. My insurances cover me comprehensively for most foreseeable circumstances
*
Not at all confident and needs urgent attention in the next 1 to 3 months
Not confident and needs reviewing in the next 6 months
Quite confident but may need reviewing in the next 12 months
Very confident and no attention is required at the moment
N/A
21. I am paying the most competitive premiums
*
Not at all confident and needs urgent attention in the next 1 to 3 months
Not confident and needs reviewing in the next 6 months
Quite confident but may need reviewing in the next 12 months
Very confident and no attention is required at the moment
N/A
22. I have the appropriate levels of cover in place
*
Not at all confident and needs urgent attention in the next 1 to 3 months
Not confident and needs reviewing in the next 6 months
Quite confident but may need reviewing in the next 12 months
Very confident and no attention is required at the moment
N/A
23. My family would continue to live comfortably if something happened to me
*
Not at all confident and needs urgent attention in the next 1 to 3 months
Not confident and needs reviewing in the next 6 months
Quite confident but may need reviewing in the next 12 months
Very confident and no attention is required at the moment
N/A
24. My insurance policies are regularly reviewed
*
Not at all confident and needs urgent attention in the next 1 to 3 months
Not confident and needs reviewing in the next 6 months
Quite confident but may need reviewing in the next 12 months
Very confident and no attention is required at the moment
N/A
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Superannuation & Retirement
25. I have a clear understanding of my retirement goals
*
Not at all confident and needs urgent attention in the next 1 to 3 months
Not confident and needs reviewing in the next 6 months
Quite confident but may need reviewing in the next 12 months
Very confident and no attention is required at the moment
N/A
26. I have a clear understanding of my desired retirement income needs
*
Not at all confident and needs urgent attention in the next 1 to 3 months
Not confident and needs reviewing in the next 6 months
Quite confident but may need reviewing in the next 12 months
Very confident and no attention is required at the moment
N/A
27. I am on track to achieve my required income in retirement
*
Not at all confident and needs urgent attention in the next 1 to 3 months
Not confident and needs reviewing in the next 6 months
Quite confident but may need reviewing in the next 12 months
Very confident and no attention is required at the moment
N/A
28. My retirement funds will last throughout my retirement
*
Not at all confident and needs urgent attention in the next 1 to 3 months
Not confident and needs reviewing in the next 6 months
Quite confident but may need reviewing in the next 12 months
Very confident and no attention is required at the moment
N/A
29. My retirement funding strategy is structured tax efficiently
*
Not at all confident and needs urgent attention in the next 1 to 3 months
Not confident and needs reviewing in the next 6 months
Quite confident but may need reviewing in the next 12 months
Very confident and no attention is required at the moment
N/A
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Estate Planning
30. My Will is right up to date and reflects my current wishes
*
Not at all confident and needs urgent attention in the next 1 to 3 months
Not confident and needs reviewing in the next 6 months
Quite confident but may need reviewing in the next 12 months
Very confident and no attention is required at the moment
N/A
31. My assets will be transferred to all the right people, at the right time tax efficiently
*
Not at all confident and needs urgent attention in the next 1 to 3 months
Not confident and needs reviewing in the next 6 months
Quite confident but may need reviewing in the next 12 months
Very confident and no attention is required at the moment
N/A
32. I have someone that is able to make financial decisions on my behalf if I am unable to do so
*
Not at all confident and needs urgent attention in the next 1 to 3 months
Not confident and needs reviewing in the next 6 months
Quite confident but may need reviewing in the next 12 months
Very confident and no attention is required at the moment
N/A
33. My surviving family or executor would easily find all relevant documentation
*
Not at all confident and needs urgent attention in the next 1 to 3 months
Not confident and needs reviewing in the next 6 months
Quite confident but may need reviewing in the next 12 months
Very confident and no attention is required at the moment
N/A
34. My family is aware of my medical and lifestyle wishes
*
Not at all confident and needs urgent attention in the next 1 to 3 months
Not confident and needs reviewing in the next 6 months
Quite confident but may need reviewing in the next 12 months
Very confident and no attention is required at the moment
N/A
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