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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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RANKED
FINANCIAL SNAPSHOT
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SNAPSHOT
GOALS
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GOALS

FAMILY

  1. 1 of 6
    What is your marital status?
  2. 2 of 6
    Do you have any children?
  3. 3 of 6
    Do you plan on starting a family?
  4. 4 of 6
    Are you saving or planning to save towards further education for a loved one?
  5. 5 of 6
    Are you considering the option of staying at home to raise a child(ren)?
  6. 6 of 6
    Are you financially responsible for a loved one other than a primary dependant?

WORK AND EDUCATION

  1. 1 of 7
    Are you currently employed?
  2. 2 of 7
    Would you like to change your job or start a new career?
  3. 3 of 7
    Do you intend to further your education to improve your skills?
  4. 4 of 7
    Do you intend to start your own business?
  5. 5 of 7
    Are you saving or need to save towards retirement?
  6. 6 of 7
    Do you intend to work during retirement?
  7. 7 of 7
    Do you need to build your emergency fund? (3-6 months net salary)

HOME

  1. 1 of 5
    Do you own your own home?
  2. 2 of 5
    Do you intend to purchase, construct or renovate your home?
  3. 3 of 5
    Do you intend to purchase an investment property, holiday home or timeshare?
  4. 4 of 5
    Are you saving towards the purchase of your home, investment property or home construction?
  5. 5 of 5
    Do you plan on making a significant purchase in the future?

ENTERTAINMENT

  1. 1 of 5
    Do you travel frequently for vacation?
  2. 2 of 5
    Which destinations do you frequently visit?
  3. 3 of 5
    Is there an important event on the horizon?
  4. 4 of 5
    Do you engage in leisure activities important to you?
  5. 5 of 5
    Do you contribute to your community or make charitable donations?

FINANCIAL RISK MANAGEMENT

    Health Insurance

  1. 1 of 8
    Do you have health insurance?
  2. 2 of 8
    Does your spouse also have individual or group health insurance?
  3. 3 of 8
    Are your primary dependants also covered under you or your spouse’s individual or group health insurance?
  4. Life Insurance

  5. 4 of 8
    Do you have individual life insurance?
  6. 5 of 8
    Have you calculated how much life insurance coverage you should have?
  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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