45
)
You got: /50
The results are in and show that you could be taking better steps towards your finances. Book your free financial consultation with us to find out how we can help you.
In the meantime, take a look at some useful advice below to see how we can help make your money work harder for you.
You got: /50
The results are in and show that you are already taking the right steps towards better finances.
To help keep this up, take a look at some useful advice below to see how we can help make your money work harder for you.
If you would still like to book a financial review with one of our Independent Financial Advisers, book your appointment today.
1. Do you feel comfortable about how much income you will need in retirement?
0
Not very comfortable
10
Very comfortable
2. How comfortable do you feel
about reaching this goal?
0
Not very confident
10
Very confident
3. Do you feel comfortable that you could
retire when you planned should something
unexpected happen such as an illness/death?
0
Not very comfortable
10
Very comfortable
4. How confident are you that you are
minimising the tax paid on your investments?
0
Not very confident
10
Very confident
5. Are you sure your nearest and dearest will be
taken care of in the event of your death?
0
Not very sure
10
Very sure