5 Minute Financial Health Check (Self Assessment Questionnaire)
First Name *
Last Name *

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Status *

Please select employment status to view the questions

Please answer each question below on a scale of 1 to 4 or N/A as follows:
1 Not at all confident and
needs urgent attention in
the next 1 to 3 months
2 Not confident and needs
reviewing in the next 6 months
3 Quite confident but may
need reviewing in the
next 12 months
4 Very confident and no
attention is required at
the moment
N/A Not Applicable
1. My Income Plan
How confident am I that...
1) My income is well structured and tax efficient
2) My current income meets my living costs
3) My children's education costs are covered
4) My surplus income is being invested efficiently for wealth creation
5) My income and employment are secure
2. My Investment Plan
How confident am I that...
1) I have an appropriate 5 year wealth plan
2) I have a tax efficient investment structure
3) I understand the risk/reward trade-off between my investment strategy and other options
4) My investments are achieving my goals
5) I can sleep at night with the investments I have in place
3. My Debt Plan
How confident am I that...
1) My debt is structured in the best possible way
2) I have the right mix of personal and investment debt
3) I have a strategy to eliminate my personal debt in the shortest possible time
4) My overall debt levels are appropriate for my current life status
5) My debt plan is regularly reviewed
4. My Risk Plan
How confident am I that...
1) My insurances cover me comprehensively for most foreseeable circumstances
2) I am paying the most competitive premiums
3) I have the appropriate levels of cover in place
4) My family would continue to live comfortably if something happened to me
5) My insurance policies are regularly reviewed
5. My Retirement Plan
How confident am I that...
1) I have a clear understanding of my retirement goals
2) I have a clear understanding of my desired retirement income needs
3) I am on track to achieve my required income in retirement
4) My retirement funds will last throughout my retirement
5) My retirement funding strategy is structured tax efficiently
6. My Estate Plan
How confident am I that...
1) My Will is right up to date and reflects my current wishes
2) My assets will be transferred to all the right people, at the right time tax efficiently
3) I have someone that is able to make financial decisions on my behalf if I am unable to do so
4) My surviving family or executor would easily find all relevant documentation
5) My family is aware of my medical and lifestyle wishes
1. My Income Plan
How confident am I that...
1) My current income meets my living costs
2) My income is well structured and tax efficient
3) My income will last throughout my retirement
4) I am receiving all my government pension entitlements
2. My Investment Plan
3. My Debt Plan
4. My Risk Plan
5. My Retirement Plan
6. My Estate Plan
Please ensure you complete the 'compulsory fields' and answer all the questions.