5 Minute Financial Health Check (Self Assessment) Step 1 of 7 14% Name* First Last Email* My Income PlanMy current income meets my living costs* 1 - Not at all confident and needs urgent attention in the next 1 to 3 months 2 3 4 - Very confident and no attention is required at the moment My income is well structured and tax efficient* 1 - Not at all confident and needs urgent attention in the next 1 to 3 months 2 3 4 - Very confident and no attention is required at the moment My children's education costs are covered* 1 - Not at all confident and needs urgent attention in the next 1 to 3 months 2 3 4 - Very confident and no attention is required at the moment My surplus income is being invested efficiently for wealth creation* 1 - Not at all confident and needs urgent attention in the next 1 to 3 months 2 3 4 - Very confident and no attention is required at the moment My income and employment are secure* 1 - Not at all confident and needs urgent attention in the next 1 to 3 months 2 3 4 - Very confident and no attention is required at the moment My Investment PlanI have an appropriate 5 year wealth plan* 1 - Not at all confident and needs urgent attention in the next 1 to 3 months 2 3 4 - Very confident and no attention is required at the moment I have a tax efficient investment structure* 1 - Not at all confident and needs urgent attention in the next 1 to 3 months 2 3 4 - Very confident and no attention is required at the moment My investments are achieving my goals* 1 - Not at all confident and needs urgent attention in the next 1 to 3 months 2 3 4 - Very confident and no attention is required at the moment I can sleep at night with the investments I have in place* 1 - Not at all confident and needs urgent attention in the next 1 to 3 months 2 3 4 - Very confident and no attention is required at the moment My Debt PlanMy debt is structured in the best possible way* 1 - Not at all confident and needs urgent attention in the next 1 to 3 months 2 3 4 - Very confident and no attention is required at the moment I have the right mix of personal and investment debt* 1 - Not at all confident and needs urgent attention in the next 1 to 3 months 2 3 4 - Very confident and no attention is required at the moment I have a strategy to eliminate my personal debt in the shortest possible time* 1 - Not at all confident and needs urgent attention in the next 1 to 3 months 2 3 4 - Very confident and no attention is required at the moment My overall debt levels are appropriate for my current life status* 1 - Not at all confident and needs urgent attention in the next 1 to 3 months 2 3 4 - Very confident and no attention is required at the moment My debt plan is regularly reviewed* 1 - Not at all confident and needs urgent attention in the next 1 to 3 months 2 3 4 - Very confident and no attention is required at the moment My Risk PlanMy insurances cover me comprehensively for most foreseeable circumstances* 1 - Not at all confident and needs urgent attention in the next 1 to 3 months 2 3 4 - Very confident and no attention is required at the moment I am paying the most competitive premiums* 1 - Not at all confident and needs urgent attention in the next 1 to 3 months 2 3 4 - Very confident and no attention is required at the moment I have the appropriate levels of cover in place* 1 - Not at all confident and needs urgent attention in the next 1 to 3 months 2 3 4 - Very confident and no attention is required at the moment My family would continue to live comfortably if something happened to me* 1 - Not at all confident and needs urgent attention in the next 1 to 3 months 2 3 4 - Very confident and no attention is required at the moment My insurance policies are regularly reviewed* 1 - Not at all confident and needs urgent attention in the next 1 to 3 months 2 3 4 - Very confident and no attention is required at the moment My Retirement PlanI have a clear understanding of my retirement goals* 1 - Not at all confident and needs urgent attention in the next 1 to 3 months 2 3 4 - Very confident and no attention is required at the moment I have a clear understanding of my desired retirement income needs* 1 - Not at all confident and needs urgent attention in the next 1 to 3 months 2 3 4 - Very confident and no attention is required at the moment I am on track to achieve my required income in retirement* 1 - Not at all confident and needs urgent attention in the next 1 to 3 months 2 3 4 - Very confident and no attention is required at the moment My retirement funds will last throughout my retirement* 1 - Not at all confident and needs urgent attention in the next 1 to 3 months 2 3 4 - Very confident and no attention is required at the moment My retirement funding strategy is structured tax efficiently* 1 - Not at all confident and needs urgent attention in the next 1 to 3 months 2 3 4 - Very confident and no attention is required at the moment My Estate PlanMy Will is right up to date and reflects my current wishes* 1 - Not at all confident and needs urgent attention in the next 1 to 3 months 2 3 4 - Very confident and no attention is required at the moment My assets will be transferred to all the right people, at the right time tax efficiently* 1 - Not at all confident and needs urgent attention in the next 1 to 3 months 2 3 4 - Very confident and no attention is required at the moment I have someone that is able to make financial decisions on my behalf if I am unable to do so* 1 - Not at all confident and needs urgent attention in the next 1 to 3 months 2 3 4 - Very confident and no attention is required at the moment My surviving family or executor would easily find all relevant documentation* 1 - Not at all confident and needs urgent attention in the next 1 to 3 months 2 3 4 - Very confident and no attention is required at the moment My family is aware of my medical and lifestyle wishes* 1 - Not at all confident and needs urgent attention in the next 1 to 3 months 2 3 4 - Very confident and no attention is required at the moment