Your 4-minute Financial Fitness Scorecard
A trainer measures before building a plan. This is the same idea for your money: see where you're strong today across seven areas, and where the quiet gaps are.
“Financial fitness isn't about being perfect. It's about knowing where you stand, so you can take the next small step.”
If a serious illness kept you off work for a year, how long could your household keep going without touching retirement savings?
Seven areas of financial fitness
Like a fitness check-up that looks at strength, stamina and flexibility, the scorecard looks at the whole picture.
Family Protection
Would the people who rely on you be fine if your income stopped?
Protection While You're Living
Are you ready for a serious illness you recover from, and the time off work it takes?
Retirement Income & Taxes
What will your savings actually pay you each month, after tax?
Access to Your Money
Can you reach cash when life surprises you, without penalties or selling at a bad time?
Health & Longevity Habits
Sleep, movement, check-ups. The daily habits that protect your biggest asset.
Legacy & Being Organised
Would your family know where everything is, and what you wanted?
Business Continuity
Would your business, partners and key people be fine without you?
Your results point you to the right next step
Your report is built around your answers. Depending on where you are in life, it points you to the plan that fits.
Families & individuals
Protect your income, prepare for illness, and build savings you can reach.
See the planExecutives & high earners
Tax diversification, retirement income and legacy for what you've built.
See the planBusiness owners
A check-up on the four groups your business depends on, plus your own future.
See the planCurious about the work?
If helping people get financially fit sounds like you, ask about joining my team.
Build a businessA check-up, not a sales pitch
Your answers stay private
Your answers are never sold or shared with any insurance company.
No product pitch
You get a personal report, not a quote. If you want to talk it through, that's your choice.
Independent
I'm not tied to one insurance company, so the report is about you, not a product.
Ready to see your score?
Four minutes now can show you the one gap worth closing first.
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