Financial strengths self-evaluation

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Financial Strengths

Take the first to getting the most out of tomorrow, by taking our quick quiz today.

To live your True North, your goal is 15 points.

1 = No/I don’t know

2 = Sometimes/Think so

3 = Yes/Absolutely

Name

Phone Number

I've clarified my future cash flow so i can achieve my goals and realise my potential

I’m comfortable with my investment decisions and sleep well at night

I’ve taken preventative measures to protect my family’s and stakeholder’s welfare

I know how to accelerate my wealth while minimizing my tax so I have more time with family

I’m creating a retirement nest egg so my capital lasts well and truly into my golden years

My Total Score

If you’ve scored less than 15 points, let’s talk.

Palmers Financial Group Pty Ltd

Suite 11, 635 Pittwater Road

Dee Why NSW 2099

Contact

Call: 02 9982 7200

Email: info@palmers.com.au

Liability limited by a scheme approved under Professional Standards Legislation.