Wealth Potential Assessment
Take the first step towards building the financial future you want.
Understanding where you are today is the first step towards where you want to go.
This short 5 minutue assessment will help you reflect on your current position, what matters most to you and where there may be opportunities to improve.
Let’s discover your wealth potential.
Personal Circumstances
Age range
*
Please Select
Under 18
18–24
25–34
35–44
45–54
55–64
65 or older
Relationship status
*
Please Select
Single
In a relationship
Married
De facto/domestic partnership
Separated
Divorced
Widowed
Other
Dependent children
*
Please Select
None
1
2
3
4 or more
Employment situation
*
Please Select
Employed full-time
Employed part-time
Self-employed
Unemployed and seeking work
Unemployed and not seeking work
Retired
Student
Unable to work
Other
Financial Position
Combined annual household income before tax
*
Please Select
Under $50,000
$50,000–$99,999
$100,000–$149,999
$150,000–$199,999
$200,000–$299,999
$300,000 or more
Prefer not to say
Savings and cash reserves
*
Please Select
Under $5,000
$5,000–$19,999
$20,000–$49,999
$50,000–$99,999
$100,000–$249,999
$250,000 or more
Prefer not to say
Investments and superannuation combined
*
Please Select
Under $50,000
$50,000–$99,999
$100,000–$249,999
$250,000–$499,999
$500,000–$999,999
$1,000,000 or more
Prefer not to say
Property ownership
*
Please Select
Do not own property
Own one property
Own two properties
Own three or more properties
Prefer not to say
Monthly household surplus income
*
Please Select
No surplus or running a deficit
Under $500
$500–$1,499
$1,500–$2,999
$3,000–$4,999
$5,000 or more
Prefer not to say
Debt and Financial Confidence
Outstanding debt
*
Mortgage
Personal loan
Student loan
Vehicle loan
Business loan
Tax debt
Buy-now-pay-later debt
No outstanding debt
Other
Confidence in cash flow and debt management
*
Please Select
Not at all confident
Slightly confident
Moderately confident
Very confident
Extremely confident
Goals and Additional Information
Financial goals and priorities
*
Build wealth
Save for retirement
Buy a home
Pay off debt
Save for education
Create financial security
Protect my wealth
Other
Additional information about financial situation or goals
Current Financial Arrangements
Current financial strategy or plan
*
Please Select
Comprehensive written financial plan that I follow
Written plan for some financial areas that I follow
Informal strategy and plan, but not always followed or reviewed
No current plan, keen to get one
Not sure
Current advice and strategy support
*
Please Select
Yes - Ongoing relationship with a financial adviser
Yes - But as needed advice
No - Previously worked with an adviser
No - DIY and no adviser
Confidence current arrangements will achieve longer-term goals
*
Please Select
Very confident
Somewhat confident
Neither confident nor unconfident
Not very confident
Not at all confident
Not sure
How well your current financial plan is working
*
Please Select
Very well
Fairly well
Not very well
Not at all well
Not sure
Priorities and Advice Readiness
Importance of improving financial position
*
Please Select
Not important
Slightly important
Moderately important
Very important
Extremely important
Ideal timing to start making improvements
*
Please Select
Immediately
Within the next 3 months
Within the next 6 months
Within the next 12 months
More than 12 months from now
Not sure
Openness to working with a financial adviser
*
Please Select
Very open
Somewhat open
Neither open nor closed
Somewhat reluctant
Not open at this time
Contact Details
First name
*
Last name
*
Email address
*
example@example.com
Mobile number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Consent and how you found us
Privacy & Consent
*
I consent to Wealth Esteem collecting and using the information I provide to understand my financial circumstances, respond to my enquiry and contact me about how Wealth Esteem may be able to assist. I understand my personal information will be handled in accordance with Wealth Esteem and Count Financial’s privacy policies.
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