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Financial health helps one to meet the financial goals for current and future stage of their life and thus empowers an individual to financial freedom. A good financial health could also be for some investors a complete financial freedom- means never having to work for day to day survival, for other individuals it may mean paying debts earlier or avoiding bankruptcy. Your overall financial health is comprised of many such elements. From learning how to live within a budget, to building good credit, controlling debt-karz and excess spending, developing short and long-term financial goals, and learning to invest.
To establish all the above let us take quiz and you may be surprised to learn many thing about yourself in terms of finding how involved you are in your own& household financial activities.
Take the brief quiz below to get an idea of where you stand with your own financial health and pinpoint areas where you may need work on.Select answers from * less true { [0] [1] [2] [3] [4] } more true [0] Means not applicable or dont know
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1. Myincome is well structured and tax efficient
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2. My current income meets my living costs
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3. My children’s education costs are covered
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4. My surplus income is being invested efficiently for wealth creation
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5. My income and employment are secure
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6. I have an appropriate 5 year wealth plan
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7. I have a tax efficient investment structure
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8. I understand the risk/reward trade-off between my investment strategy and other options
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9. My investments are achieving my goals
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10. I can sleep at night with the investments I have in place
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11. My debt is structured in the best possible way
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12. I have the right mix of personal and investment debt
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13. I have a strategy to eliminate my personal debt in the shortest possible time
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14. My overall debt levels are appropriate for my current life status
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15. My debt plan is regularly reviewed
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16. My insurances cover me comprehensively for most foreseeable circumstances
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17. I am paying the most competitive premiums
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18. I have the appropriate levels of cover in place
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19. My family would continue to live comfortably if something happened to me
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20. My insurance policies are regularly reviewed
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21. I have a clear understanding of my retirement goals
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22. I have a clear understanding of my desired retirement income needs
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23. I am on track to achieve my required income in retirement
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24. My retirement funds will last throughout my retirement
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25. My retirement funding strategy is structured tax efficiently
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26. My Will is right up to date and reflects my current wishes
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27. My assets will be transferred to all the right people, at the right time tax efficiently
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28. I have someone that is able to make financial decisions on my behalf if I am unable to do so
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29. My surviving family or executor would easily find all relevant documentation
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30. My family is aware of my medical and lifestyle wishes
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