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Financial Fitness Test

Please provide your full details.
*Title :**
*First Name :**
*Last Name :**
*Email Address :**
*Phone Number :**
Suburb:
*Post Code :**

You information has been successfully registered. Please view your nominated email address to complete the Financial Fitness test.

Your Financial Information
*Age :**
*Retirement Age :**
*Value of Home :**
*Loan :**
Debt: *
*Salary :**
*Superannuation :**
*Passive Income :** (The amount earned on investments per year)
*Investment Figure :** (eg: Shares, Managed Funds, Savings):

Please complete the following questions based on what you feel is most appropriate in your current situation

1) What percentage of your income do you save each month?

10% or more

Less then 10%

None

Please select any option from question 1

2) How often do you use a monthly budget to track and plan your spending?

Almost always

Sometimes

Never

Please select any option from question 2

3) How many times during the last six months have you paid a bill late?

None

One - Five

Six or more

Please select any option from question 3

4) Most of your major purchases are?

Planned in advance, with monye set aside to cover them

Planned even though the funds arent always there to pay for them

Unplanned or Spontaneous

Please select any option from question 4

5) If you lost your job or main source of income, how long could you provide for your basic needs and meet your financial obligations?

Three or more months

One to two months

Less then one month

Please select any option from question 5

6) He insurance I have to cover the loss of major asstes include real estate, vehicles and personal property is?

Enough to cover replacement costs

Less then enough to cover replacements costs

Unsure of don’t have coverage

Please select any option from question 6

7) When was the last time you reviewed and adjusted your retirement plan?

Within the last year

In the last five years

I don’t have any savings for retirement

Please select any option from question 7

8) When you think about your ability to meet future obligations you feel?

Completely at ease

Moderatly Concerned

Very concerned

Please select any option from question 8

Thank you for completing the Financial Fitness Test, your results are shown below.

AGGREGATE SCORE :- Based on the answers from the questione, your results indicate the following text in front of score:

Your Rating:

Time to retirement?

Years

Borrowing capacity to reach desired passive income?

Asset base required?

Difference(shortfall)

How much per year?

$ 0

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