Financial Planning How confident are you that you have an appropriate financial plan to enable you to achieve your financial goals in the short term and long term? | |
Investment Strategy How confident are you that your investments are structured in the most tax effective way? | |
How confident are you that your existing investment / super portfolio is invested in the most appropriate asset class and risk level for you? | |
Retirement Planning How confident are you that you are maximising the government benefits and tax concessions to increase your superannuation? | |
How confident are you that you are will have sufficient assets to retire at your intended retirement date? | |
Financial Protection How confident are you that your family’s needs will be provided for in the event that you are permanently disabled or die? | |
How confident are you that your existing insurance is adequately and competitively priced? | |
Speaking hypothetically, if you or your partner were sick or injured and unable to work for any length of time, how confident are you that you will receive sufficient income to cover all of your expenses and ensure your lifestyle is not dramatically affected? | |
Business Owners How confident are you that your business would continue if you or your business partner could not work due to sickness or injury? | |