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1) My debt is structured in the best possible way

2) I have the right mix of personal and investment debt

3) I have a strategy to eliminate my personal debt in the shortest possible time

4) My overall debt levels are appropriate for my current life status

5) My debt plan is regularly reviewed

1) My insurances cover me comprehensively for most foreseeable circumstances

2) I am paying the most competitive premiums

3) I have the appropriate levels of cover in place

4) My family would continue to live comfortably if something happened to me

5) My insurance policies are regularly reviewed

1) I have a clear understanding of my retirement goals

2) I have a clear understanding of my desired retirement income needs

3) I am on track to achieve my required income in retirement

4) My retirement funds will last throughout my retirement

5) My retirement funding strategy is structured tax efficiently

1) My Will is right up to date and reflects my current wishes

2) My assets will be transferred to all the right people, at the right time tax efficiently

3) I have someone that is able to make financial decisions on my behalf if I am unable to do so

4) My surviving family or executor would easily find all relevant documentation

5) My family is aware of my medical and lifestyle wishes