Financial Success Matrix
How confident are you that you are on track financially?
Use this quick questionnaire to assess yourself against the 8 key criteria we use with our clients.
Rate how well you score on each criteria (1 being ‘I’m not doing well in this area’ – 10 being ‘I’m shooting the lights out).
At the end, we’ll provide you with a personalised report and suggestions (if appropriate) of actions you can take to start improving.
Use this quick questionnaire to assess yourself against the 8 key criteria we use with our clients.
Rate how well you score on each criteria (1 being ‘I’m not doing well in this area’ – 10 being ‘I’m shooting the lights out).
At the end, we’ll provide you with a personalised report and suggestions (if appropriate) of actions you can take to start improving.
