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* 1. Name

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* 2. Contact Email

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* 3. Contact Number

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* 4. When it comes to money, how far ahead do you tend to think and plan?

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* 5. My current income meets my living costs.

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* 6. I can handle whatever comes my way, financially.

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* 7. I have access to sufficient funds in the event of an emergency.

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* 8. My assets and investments are structured tax effectively.

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* 9. I have financial goals and can list them.

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* 10. My debt is structured in the best possible way.

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* 11. I am concerned about my level of debt.

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* 12. I understand what types of personal insurance are available (eg. Life, TPD, Trauma, Income Protection, etc.)

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* 13. I understand what personal insurance I have.

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* 14. I have the appropriate level of personal insurance cover in place.

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* 15. I and my family would continue to live comfortably if I was impacted by death or disability.

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* 16. I have a clear understanding of my retirement goals (assets and income).

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* 17. I am on track to achieve my retirement goals.

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* 18. My wills are up to date and reflect my current wishes.

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* 19. I have someone who is able to make financial decisions on my behalf if I am unable to (Power of Attorney).

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* 20. I have someone who is able to make medical decisions on my behalf if I am unable to do so (Advance Care Directive).

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