Financial Fitness Test - 5 Question
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1. Default Section

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1. What is your name?

What is your name?

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2. How many of your children's further education is going to be fully funded, based on your current financial plan:

How many of your children's further education is going to be fully funded, based on your current financial plan: 1 child

2 children

3 children

All of our children

I have no idea - please conduct an investigation at no expense

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3. Does your current life insurance pay you immediately to stay at home on the diagnosis of critical illness - or would you have to go to work whilst critically ill?

Does your current life insurance pay you immediately to stay at home on the diagnosis of critical illness - or would you have to go to work whilst critically ill? Pays me to stay at home whilst recovering

I would still have to go to work

I have no idea - please evaluate my situation with no obligation

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4. How many weeks of your typical month in retirement are FULLY funded by your current plans (based on date of retirement until end of projected life expectancy):

How many weeks of your typical month in retirement are FULLY funded by your current plans (based on date of retirement until end of projected life expectancy): First week only

Two weeks

Three weeks

All four weeks

I don't know - help me to find out

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5. Is the difference between what you OWN and what you OWE getting WIDER, NARROWER or STAYING THE SAME?

Is the difference between what you OWN and what you OWE getting WIDER, NARROWER or STAYING THE SAME? Getting wider

Getting narrower

Staying the same

I don't know - my financial advisor hasn't shown me lately

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6. If you accumulate as many NET assets in the NEXT five years as you just did in the LAST five years, are you going to be satisfied with your progress at that point?

If you accumulate as many NET assets in the NEXT five years as you just did in the LAST five years, are you going to be satisfied with your progress at that point? Yes

I don't know - show me more

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7. Email Address

Email Address

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8. Would you like us to contact you to discuss your survey?

Would you like us to contact you to discuss your survey? Yes

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Financial Fitness Test - 5 Question Exit this survey

1. Default Section

*1. What is your name?

*2. How many of your children's further education is going to be fully funded, based on your current financial plan:

*3. Does your current life insurance pay you immediately to stay at home on the diagnosis of critical illness - or would you have to go to work whilst critically ill?

*4. How many weeks of your typical month in retirement are FULLY funded by your current plans (based on date of retirement until end of projected life expectancy):

*5. Is the difference between what you OWN and what you OWE getting WIDER, NARROWER or STAYING THE SAME?

*6. If you accumulate as many NET assets in the NEXT five years as you just did in the LAST five years, are you going to be satisfied with your progress at that point?

*7. Email Address

*8. Would you like us to contact you to discuss your survey?