How do you score as a 'Financial Adult'?
It’s time to find out!

Select all options that apply to you, for a real look at your financial picture.

ANALYSING YOUR SCORE:
Anything above 18 – you’re doing amazing!
Everyone else – maybe you’ve got something to talk to us about?

Check out the 8 quick questions below...
1. Do you talk about your finances at home?
1 point
2. Are you insured?
1 point
1 point
1 point
1 point
3. Do you have a financial plan (where you are now & where you want to be)?
1 point
1 point
1 point
4. Are you and your family prepared for the future?
1 point
1 point
1 point
1 point
5. How will you cope with sickness or injury?
1 point
1 point
1 point
6. What is your level of debt like?
1 point
1 point
1 point
7. How will you fund your retirement?
1 point
1 point
1 point
1 point
8. Do you get advice from a professional when it comes to your finances?
1 point
If you'd like us to get in touch, please leave your email and/or phone number below.
Your answer
Were you able to check many of these off? If there is room for improvement never despair!

We recommend a free 30 min financial health check from an Authorised Financial Adviser. From there we can give you an idea of where you're heading and what action would help you best. Head back to our website and we'll sort you out!

https://www.colemurray.co.nz/contact-us/financial-planning/

Thanks for completing the checklist, and happy financial adulting.

TO CHECK YOUR SCORE, HIT 'SUBMIT' AND FOLLOW THE PROMPTS...
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