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LIFE OBJECTIVES

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FAMILY
Do you have enough saved for your family and loved ones?
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WORK AND EDUCATION
Can you survive a change of occupation?
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HOME
Can you maintain your home or upgrade in the future?
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ENTERTAINMENT
Do you have enough to explore your interests and enjoy life?
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RETIREMENT
Do you have enough money to retire comfortably?
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INSURANCE
Do you have enough saved for the inevitable health issues?

RANK YOUR GOALS

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RANK YOUR GOALS
Rank your top five goals in order of priority

YOUR FINANCIAL SNAPSHOT

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FINANCIAL SNAPSHOT
What is Your Net Worth? List your Assets and Liabilities to keep track.

WORKING ON MY GOALS

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WORKING ON MY GOALS
Calculate the timeframe for achieving your top five goals
LIFE OBJECTIVES
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FAMILY
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WORK AND EDUCATION
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HOME
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ENTERTAINMENT
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RETIREMENT
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INSURANCE
RANK YOUR GOALS
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FINANCIAL SNAPSHOT
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SNAPSHOT
GOALS
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GOALS

FAMILY

Are you planning a family or financially responsible for a dependent.

  1. 1 of 6
    What is your marital status? Select the option that represents your current marital status
  2. 2 of 6
    Do you have any children? If yes, enter the name and some basic information regarding each of your children.
  3. 3 of 6
    Do you plan on starting a family? Points to consider e.g. Lamaze classes, C section, private or public hospital, Insurance reimbursement, adoption fees etc
  4. 4 of 6
    Do you have additional dependants? These additional dependents are anyone besides your wife and children who you are supporting financially on a consistent basis.
  5. 5 of 6
    Are you considering the option of staying at home to raise a child(ren)? Rule of thumb: you will need at least 2/3 of your current income to maintain lifestyle, taking inflation and expenses into consideration
  6. 6 of 6
    Are you financially responsible for any dependant(s)?Points to consider e.g. expenses for a child, spouse, sibling, parent, grandparent, god child, etc.? (education, medical bills, health insurance, life insurance).

WORK AND EDUCATION

Are you planning to change your career or further your education?

  1. 1 of 7
    Are you currently employed?
  2. 2 of 7
    Do you plan to change your career?
  3. 3 of 7
    Do you intend to further your education to improve your skills? Points to consider- school fees, exam fees, travel expenses,
  4. 4 of 7
    Do you intend to start a (another) business? Point to consider- operating costs, inventory costs, salaries, rent etc.
  5. 5 of 7
    Do you need to build an emergency fund (3-6 months net salary)? Point to consider- An emergency fund is for unforeseen expenses or in the event you cannot work temporarily.

HOME

Are you saving to acquire or renovate a property?

  1. 1 of 4
    Do you own your own a property?
  2. 2 of 4
    Do you intend to renovate a property?
  3. 3 of 4
    Do you intend to purchase or construct another property?
  4. 4 of 4
    Do you plan on making a significant purchase in the future? Points to consider e.g. new vehicle, boat, machinery, wedding rings, electronics

ENTERTAINMENT

Are you saving towards a special upcoming event?

  1. 1 of 5
    Do you travel frequently for vacation (more than twice a year)? More than twice a year is considered frequent.
  2. 2 of 5
    Are there any important event(s) on the horizon? Points to consider - Wedding, World Cup, carnival, cruise
  3. 3 of 4
    Do you engage in leisure activities important to you? Points to consider - Scuba diving, sport clubs
  4. 4 of 4
    Do you contribute to your community or make charitable donations? Church, NGOs, Children’s homes

RETIREMENT

Are you financially on track for Retirement?

  1. 1 of 5
    Do you have an annuity or pension plan?
  2. 2 of 6
    Are you on track to achieving your desired retirement income? Point to consider- % of annual salary needed in retirement x # of years for payout (In today’s dollars)
  3. 3 of 6
    Do you intend to downsize your existing home in retirement? Point to consider- selling or renting existing home to purchase a smaller home
  4. 4 of 4
    Do you intend to work during retirement?

INSURANCE

Are you and your family adequately insured?

    Health Insurance
  1. 1 of 8
    Do you have health insurance?
  2. 2 of 8
    Does your spouse have health insurance?
  3. 3 of 8
    Are your primary dependants covered under your health insurance?
  4. 4 of 8
    Are your primary dependants covered under your spouse’s health insurance?
  5. Life Insurance
  6. 5 of 8
    Do you have individual life insurance?
  7. Property Insurance
  8. 6 of 8
    Is your property mortgaged?
  9. 7 of 8
    Do you have adequate property insurance?
  10. Will
  11. 8 of 8
    Is it important for you to have a Will for your loved one(s) or a deserving cause after your death?
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