How healthy is your financial life?
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Healthy, unhealthy, no idea? Take just 60 seconds to answer some quick questions about your financial life to see if you could benefit from professional planning advice.
Answer yes or no to the following statements that are applicable to you:
1.
I have a written set of financial goals
Yes
No
2.
I have a budget for my income and expenses
Yes
No
3.
I have an investment plan to provide for my children's education or other long term financial goals
Yes
No
4.
I have a range of investments both inside and outside supernnuation
Yes
No
5.
I have adequate insurance to provide for my dependants if my partner or I suffer a serious illness, injury or die
Yes
No
6.
I am confident that I’m managing tax effectively
Yes
No
7.
I know how much I need for a comfortable retirement and have a plan to achieve this
Yes
No
8.
I have structured my home loan to pay it off faster
Yes
No
9.
I have an up-to-date will and enduring power of attorney
Yes
No
10.
I understand what my super is invested in and how I can make tax effective contributions to super
Yes
No
11.
I am making the most of any government benefits that I am entitled to
Yes
No
12.
I have a financial plan, and am on track to achieve my goals
Yes
No