healthcheck - Capital Focused


5 Minute Financial Health Check (Self Assessment Questionnaire)

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
  1. Not confident and needs reviewing in the next 6 months
  1. Quite confident but may need reviewing in the next 12 months
  1. Very confident and no attention is required at the moment
NA
Not Applicable

1. My Income Plan

How confident am I that...

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2. My Investment Plan

How confident am I that...

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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

All questions must be answered before you can continue.

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