60 Second Financial Planning Check

Introduction

This Free Tool will help you to identify the Key Considerations when it comes to Planning for Your Financial Future. Take 60 Seconds and simply answer ‘Yes’ or ‘No’ to the questions below and then click ‘Submit’ to get Your Results.

Financial Planning Check:

1. Retirement Planning

Do you understand how much money / income you would require to live the lifestyle you aspire to throughout your retirement?

2. Taxation Strategy

Do you believe that you have an optimal taxation strategy for your investments?

3. Education

If you have children and you are planning to pay for their ongoing education, do you understand the full all-in associated costs and have you made provisions for these expenses?

4. Alternative Income

Do you have an alternative income source aside from your work related income?

5. Investment Returns

Would earning very low interest rates or experiencing very low investment growth be sufficient for you to achieve your financial goals?

Submit