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1.
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Do you know specifically what are your three most important Financial Goals
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2.
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Do you have a written plan to achieve your goals?
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3.
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Is your total monthly debt repayment (including Hire purchase and Credit Card Payments) less than 33% of your gross monthly income?
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4.
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If you were out of a job today, could you live for three months on your present savings?
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5.
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Are you satisfied with the amount you save monthly?
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6.
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Do you feel you are getting a good return on your present savings and investments?
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7.
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Are you comfortable with the amount of Insurance Premium you pay monthly?
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8.
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Do you understand and feel comfortable with your insurance benefits?
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9.
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Are you comfortable with thoughts of retirement and the plans you have made?
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10.
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If you were in severe financial difficulties, do you know exactly where to go for help?
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11.
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Do you own assets which you regard as idle?
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12.
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Do you have an existing mortgage that is more than 10 years old?
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