0 of 30 questions completed
Questions:
Financial health helps one to meet the financial goals for current and future stage of their life and thus empowers an individual to financial freedom. A good financial health could also be for some investors a complete financial freedom- means never having to work for day to day survival, for other individuals it may mean paying debts earlier or avoiding bankruptcy. Your overall financial health is comprised of many such elements. From learning how to live within a budget, to building good credit, controlling debt-karz and excess spending, developing short and long-term financial goals, and learning to invest.
To establish all the above let us take quiz and you may be surprised to learn many thing about yourself in terms of finding how involved you are in your own& household financial activities.
Take the brief quiz below to get an idea of where you stand with your own financial health and pinpoint areas where you may need work on.Select answers from * less true { [0] [1] [2] [3] [4] } more true [0] Means not applicable or dont know
Please Use Email ID to Register Yourself.
|
You must specify a text. |
|
|
You must specify an email address. |
|
|
You must specify a number. |
You have already completed the quiz before. Hence you can not start it again.
Quiz is loading...
You must sign in or sign up to start the quiz.
You have to finish following quiz, to start this quiz:
0 of 30 questions answered correctly
Time has elapsed
You have reached 0 of 0 points, (0)
Thank you for taking the Financial Health Check up.
We will get back to you with thorough report .
Please check your Risk Profile also.
1. Myincome is well structured and tax efficient
* less true more true
My current income meets my living costs
* less true more true
My children’s education costs are covered
* less true more true
My surplus income is being invested efficiently for wealth creation
* less true more true
My income and employment are secure
* less true more true
I have an appropriate 5 year wealth plan
* less true more true
I have a tax efficient investment structure
* less true more true
I understand the risk/reward trade-off between my investment strategy and other options
* less true more true
My investments are achieving my goals
* less true more true
I can sleep at night with the investments I have in place
* less true more true
My debt is structured in the best possible way
* less true more true
I have the right mix of personal and investment debt
* less true more true
I have a strategy to eliminate my personal debt in the shortest possible time
* less true more true
My overall debt levels are appropriate for my current life status
* less true more true
My debt plan is regularly reviewed
* less true more true
16. My insurances cover me comprehensively for most foreseeable circumstances
* less true more true
I am paying the most competitive premiums
* less true more true
I have the appropriate levels of cover in place
* less true more true
My family would continue to live comfortably if something happened to me
* less true more true
My insurance policies are regularly reviewed
* less true more true
I have a clear understanding of my retirement goals
* less true more true
I have a clear understanding of my desired retirement income needs
* less true more true
I am on track to achieve my required income in retirement
* less true more true
My retirement funds will last throughout my retirement
* less true more true
My retirement funding strategy is structured tax efficiently
* less true more true
My Will is right up to date and reflects my current wishes
* less true more true
My assets will be transferred to all the right people, at the right time tax efficiently
* less true more true
I have someone that is able to make financial decisions on my behalf if I am unable to do so
* less true more true
My surviving family or executor would easily find all relevant documentation
* less true more true
My family is aware of my medical and lifestyle wishes
* less true more true