1. I know how much I will need to spend in the future, at various life stages.
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2. I know that I have (or will have) enough money saved and invested to meet my future spending needs.
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3. I have a fully planned and costed 'bucket list', detailing what I want to do, when, and how each experience/event will be funded.
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4. I have a consistent investment strategy that I understand.
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5. I have a good understanding of investment-related risks.
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6. I have adequate contingency plans to help me through difficult times.
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7. I know how much I want to leave for my family/beneficiaries and I have a plan to secure this.
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8. I feel confident that I have structured my financial affairs in the most efficient way to meet my needs.
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9. I feel confident that I will have a positive financial future.
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Name
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Last Name
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