right track 2.0.png

Many people reach out to me all the time with important questions like:

Q. “Is my super too aggressive/conservative?”

Q. “Can I buy my dream home without delaying my retirement plans?”

Q. “Am I saving enough so my kids can go to university without accruing loans?”

Q. “Is my family protected, should I become ill, injured or pass?”

Q. “High interest savings accounts aren’t helping me achieve my goals, how do I invest?”

Q. “I work hard for my money, how do I get my money to work harder for me?”

But fundamentally all of these questions boil down to one question

Q. “Am I on the right track to achieving everything I’m setting out to?”

Or put another way

Q. “Am I doing everything I can to maximise my future?”


These questions will let you know if you’re on your way.

YOU GET 1 POINT FOR EACH “YES” ANSWER


scores.png

Falling short of 8 points?

Consider taking one giant leap forward & scheduling a call with our financial advisors

or

Sign up to our 8 Week Challenge & increase your financial literacy & education

*by clicking the pictures below*