2-minutes is all it takes

This quiz is a great way to measure your current financial health and get you thinking about the future.

Happiness Quiz

Score yourself 1 point for yes, and 0 for no.

1. I know exactly how much super I have.

2. I’m certain my super balance at retirement will be enough to secure a great lifestyle.

3. I know the best ways to manage my debt and expenses.

4. I’m certain we’ll still be financially secure if I/we become seriously ill and can’t work.

5. I understand how market volatility could impact my savings.

6. I’m set up to take advantage of tax strategies on my super today, and in retirement.

7. I’m aware of all the pros and cons of downsizing my home.

8. I know all the options for paying myself an income from my super.

9. When I die, my assets, including my super, will go to the people I love.

Happy face

Great!

9 and above
Your future is looking bright. Just ensure you’re not missing out on potential wealth creation and protection strategies. An expert financial adviser can help keep you up to date with all the changes to rules and legislation which may benefit you.

Smiley face

Well done!

4 to 8
Financial wellbeing is within reach! A financial adviser can support you to ensure you’re not missing out on all the available super and tax-saving strategies and help you create your best future.

Emotionless face

There’s no need to panic.

3 and below
It’s never too late to put plans in place to create financial wellbeing. A professional financial adviser will understand your unique situation and lay out the best strategies for you.

FIND OUT MORE