Short Survey

1. Do you have a formal plan to achieve your financial and lifestyle goals?

Yes

No

Unsure

2. Are you confident there will be no significant changes in your employment, income sources or benefits over the next three years?

Yes

No

Unsure

3. Would you be able to manage financially if your income dropped or expenses increased by 15% for six months? (e.g. new baby, job change, ill health)

Yes

No

Unsure

4. Have you set up your finances so they save you money, minimise your tax and maximise opportunities to grow your wealth?

Yes

No

Unsure

5. Do you have adequate insurance in place to protect your key assets, and provide for your family? (e.g. vehicles, home and contents, Income Protection, Life, TPD, Trauma)

Yes

No

Unsure

6. Are you free from financial stress? (i.e. are rent and/or debt repayments less than 25% of your gross income)

Yes

No

Unsure

7. Do you know what you need to have (in assets/net worth) to be financially independent?

Yes

No

Unsure

8. Are you maximising your superannuation returns with the best structure for your personal circumstances?

Yes

No

Unsure

9. Do you take care of your health and diet?

Yes

No

Unsure

10. In the event of an accident, ill health or death do you and your partner have your personal affairs in order? (e.g. wills, power of attorneys, advance care directive)

Yes

No

Unsure

1. Do you have a formal plan to achieve your financial and lifestyle goals?	Yes No Unsure
2. Are you confident there will be no significant changes in your employment, income sources or benefits over the next three years?	Yes No Unsure
3. Would you be able to manage financially if your income dropped or expenses increased by 15% for six months? (e.g. new baby, job change, ill health)	Yes No Unsure
4. Have you set up your finances so they save you money, minimise your tax and maximise opportunities to grow your wealth?	Yes No Unsure
5. Do you have adequate insurance in place to protect your key assets, and provide for your family? (e.g. vehicles, home and contents, Income Protection, Life, TPD, Trauma)	Yes No Unsure
6. Are you free from financial stress? (i.e. are rent and/or debt repayments less than 25% of your gross income)	Yes No Unsure
7. Do you know what you need to have (in assets/net worth) to be financially independent?	Yes No Unsure
8. Are you maximising your superannuation returns with the best structure for your personal circumstances?	Yes No Unsure
9. Do you take care of your health and diet?	Yes No Unsure
10. In the event of an accident, ill health or death do you and your partner have your personal affairs in order? (e.g. wills, power of attorneys, advance care directive)	Yes No Unsure