Quick Financial Wealth Check Take our Quick Financial Wealth Check How confident are you? Please rate the following questions on a scale of 1 to 10, with 10 being “I am certain” and 1 being “I have no idea”. 1. How confident are you that you know how much you will need (assets and income) for a comfortable retirement?* 1 2 3 4 5 6 7 8 9 10 2. How confident are you that you are on track to build the assets you will need for a comfortable retirement?* 1 2 3 4 5 6 7 8 9 10 3. How confident are you that you are taking advantage of all the opportunities to legally minimise your taxes?* 1 2 3 4 5 6 7 8 9 10 4. How confident are you that your family would have enough income and assets in the event of your death or disability?* 1 2 3 4 5 6 7 8 9 10 5. How confident are you that you know exactly what would happen to your assets, liabilities and super in the event of your death?* 1 2 3 4 5 6 7 8 9 10 6. How confident are you that your loans are properly structured, tax effectively, with a clear plan to reduce bad debt?* 1 2 3 4 5 6 7 8 9 10 Name* First Company Name* First Email* 0/5 (0 Reviews) Share this:
