Are you prepared to reach your goals?
This quiz helps you and us to identify improvement pathways.
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1. Life Goals & Self awareness
I live with purpose making mindful choices towards my goals
I do not really have set goals, just go with the flow
I do my best to reach my goals but it’s difficult and slow
2. Self Improvement
I already take time to consistently improve myself, it`s going well
I would consider guidance from a coach to face specific challenge or improve skills but where can I find a good one I can trust?
3. Personal Finance
Money is not an issue, I have more than I need (skip next 2 questions)
I am good with money or already work with an expert
I am open to explore how to improve my financials
4. Optimize cash flow to maximize savings
I am happy with my income and expenses and what I save
I wish to increase income / decrease expense for more savings
5. Secure investments and improve yield
I manage my money well myself, don`t need help
I am not an expert, someone else manage my money
I am open to opportunities and to do it better
6. Career development / Enterprise solutions
I am an employee, I wish to enrich and advance my career
I am an entrepreneur, I want to improve my business
I am looking for change, would love to chat about options
I am happy with my job, not looking for any change
7. Risk protection & long-term planning for peace of mind. Select the ones that you would like to know more about!
Income protection: life / disability / critical illness insurance and fund reserves
Health Insurance: comprehensive policies with high ceilings and no surprise exclusions
Home & vehicle: full coverage, cheap, easy to claim and fast to receive payouts
Travel: easy to set up (potentially automatic), cheap, comprehensive, easy to claim
Retirement: how to build and secure retirement income / funds to live comfortably.
Legacy Plan: will and/or trust / custody agreement / inheritance tax optimization
Business insurance: liability insurance(s), property and work insurance policies