Want to feel more confident with your money?

Complete our short survey and receive a free copy of “10 Steps to Take Control of Your Finances” - a practical guide to help you get started.

At My Goal Getter, we're committed to supporting the financial health and wellbeing of our community - including individuals, families, and the organisations they’re part of.

We know that many households are feeling increased financial pressure, which can lead to added stress.

To help identify where support might be helpful, we’d appreciate you taking a few minutes to complete the short survey below. There are no right or wrong answers, it's simply a chance to check in on your current financial confidence.

Your contact details will only be used to share relevant resources with you.

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* 1. Your Name

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* 2. Phone number

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* 4. Location

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* 5. Employer Name

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* 6. Please select your current life stage

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* 7. Which of the following areas would you like more support or information on?
(Select all that apply)

Your Financial Confidence

Please indicate how comfortable you feel in the following areas of your financial life.

(Select the response that best reflects your current level of confidence.)

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* 8. How comfortable are you in understanding what your total financial situation looks like right now?

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* 9. How comfortable are you in knowing you will achieve your short, medium and long term goals?

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* 10. How comfortable are you in managing your tax effectively?

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* 11. How comfortable are you in your ability to budget and manage your money?

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* 12. How comfortable are you in knowing that your superannuation/retirement savings/ pension scheme will provide you with the lifestyle you want in retirement?

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* 13. How confident are you that your family will still be on track to achieve your family's goals if you had a serious accident, illness or passed away?

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* 14. Are you comfortable that your estate planning (wills, Powers of Attorney) needs are in place and up to date?

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* 15. Are you comfortable in your ability to cope with the stress and worry caused by money problems that may arise?

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* 16. Are you comfortable in knowing which professionals to speak with to get help and advice for your financial and lifestyle needs?

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* 17. How comfortable are you in being able to regularly review all of the above and know whether you're on track now, and where you are headed?

Your Financial Planning & Accountability

These questions explore how well your financial goals, budgeting, protection strategies, and retirement planning are documented, reviewed, and actively managed.

(Please answer Yes or No to each.)

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* 18. Have you documented what is important to you and your family and set specific financial goals?

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* 19. Do you feel you are making good progress towards them?

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* 20. Have you got a documented household budget of where money is coming and going?

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* 21. Have you got a buffer/emergency fund of greater than $10,000?

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* 22. Do you have a regular savings plan in place?

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* 23. Do you understand your debt position and interest rates you are paying?

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* 24. Do you understand and have documented the insurance protection you have in place for you and your family at the moment?

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* 25. Do you have a clear picture of what retirement looks like for you and a documented pathway to get there?

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* 26. Are you confident that you are making the most of superannuation?

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* 27. Do you have a third party that keeps you accountable with your financial matters?

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* 28. Are there other family members that are dependent on your financial health?

Interest in Support & Education

We’d love to understand if you're open to learning more or receiving support to help manage your financial goals more effectively.

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* 29. Would you be open to learning more about how to make the most of your finances?

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* 30. If some assistance was offered to help you keep track, would you use it?

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