Resource Section

Financial Self-Test

Here is a self-test that can help to determine your need for Personal Financial Planning. Have fun completing it.


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Question

Yes

No

1.

Do you know specifically what are your three most important Financial Goals

2.

Do you have a written plan to achieve your goals?

3.

Is your total monthly debt repayment
(including Hire purchase and Credit Card Payments) less than 33% of your gross monthly income?

4.

If you were out of a job today, could you live for three months on your present savings?

5.

Are you satisfied with the amount you save monthly?

6.

Do you feel you are getting a good return on your present savings and investments?

7.

Are you comfortable with the amount of Insurance Premium you pay monthly?

8.

Do you understand and feel comfortable with your insurance benefits?

9.

Are you comfortable with thoughts of retirement and the plans you have made?

10.

If you were in severe financial difficulties, do you know exactly where to go for help?

11.

Do you own assets which you regard as idle?

12.

Do you have an existing mortgage that is more than 10 years old?

The content provided on this web site is for information purposes only.
The results of this Financial Planning Self-Test is a general reference to be used as a guideline only. Please consult with a Professional Financial Planner regarding your Financial Preparedness.
The Consulting Interface, Ltd. accepts no responsibility for losses, which might arise from reliance on our website information.