Your Financial Fitness Test

Have you written down your financial goals so you are clear on what you want to achieve?*

Yes
No

Have you created a documented plan to move towards achieving those goals?*

Yes
No

Do you know if you are on track to achieve your goals?*

Yes
No
Unsure

Do you review your situation annually to check your progress?*

Yes
No

Do you have a household spending plan to manage your cashflow?*

Yes
No

Do you know your financial freedom number (i.e. how much you need in assets to be able to stop working and live comfortably for the rest of your life)?*

Yes
No

Are you accumulating investment assets to replace your income so you can one day choose to stop working on your terms?*

Yes
No
Unsure

Do you have a regular investment plan in place?*

Yes
No

Do you salary sacrifice into your super?*

Yes
No

Have you reviewed your mortgage within the last 12 months to ensure you’re getting a competitive interest rate?*

Yes
No

Do you review your super each year to ensure you are in a low-cost fund and invested appropriately for your age?*

Yes
No

Have you insured your greatest asset – your ability to earn an income?*

Yes
No

Would your family be able to cope financially if you couldn’t work for 12 months or more?*

Yes
No
Unsure

Do you have suitable levels of life insurance in place to at least clear your mortgage and provide a lump sum to your dependants to cover their ongoing lifestyle needs if you were to pass away?*

Yes
No
Unsure

Do you have a cash reserve/emergency fund to see you through 3 months of expenses with no income if needed?*

Yes
No

Do you have a Will and Power of Attorney in place?*

Yes
No
Unsure

Do you have a Binding Nomination in place with your super fund nominating your desired beneficiaries?*

Yes
No
Unsure

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Your Financial Fitness Test

Answer a few quick questions that take less than 5 minutes and see how financially fit you are...

Just fill in your name and email address and we'll send you your results: