Are your personal finances in good order?
Take our 60 second ‘FINANCIAL FITNESS’ test to find out if your finances are in good shape… or if they need a work-out
Your progress
Q100:00:00
Are you on track to save enough money to provide a comfortable retirement?
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Your progress
Q200:00:00
Are your investments as low risk as you would like?
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Your progress
Q300:00:00
Are your investments earning a high enough return each year for what you need?
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Your progress
Q400:00:00
Is the interest rate on your home loan close to the rates offered by the cheapest lenders?
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Your progress
Q500:00:00
Are you paying extra off your home loan each year?
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Your progress
Q600:00:00
Would your family be okay financially if you died tomorrow?
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Your progress
Q700:00:00
Would you be okay financially if you were unable to work for more than 2 years due to illness or injury?
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Your progress
| Yes | No | Don't Know | Not applicable | ||
| Q1 | Are you on track to save enough money to provide a comfortable retirement? | ||||
| Q2 | Are your investments as low risk as you would like? | ||||
| Q3 | Are your investments earning a high enough return each year for what you need? | ||||
| Q4 | Is the interest rate on your home loan close to the rates offered by the cheapest lenders? | ||||
| Q5 | Are you paying extra off your home loan each year? | ||||
| Q6 | Would your family be okay financially if you died tomorrow? | ||||
| Q7 | Would you be okay financially if you were unable to work for more than 2 years due to illness or injury? | ||||
If you answered ‘No’ or ‘Don’t Know’ to any of these questions, we recommend you make an appointment to review your financial position with one of our financial advisers.
We specialise in providing professional strategic advice to help you improve your current financial position and ultimately achieve your long term lifestyle goals. Importantly, our initial advice isn’t a ‘set and forget’ service. Instead we offer you regular financial mentoring and ongoing guidance – in all aspects of your personal finances – to set you, and keep you, on the path to financial wellbeing.
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Your progress
