Are you financially well organised?

Complete our simple survey below to find out how Financially Well Organised you are.

A pdf report of your results will be emailed to you immediately upon successful submission of the survey. 

Simply rate yourself from 1 to 5, with 1 for 'No/Not at all' and 5 for 'Yes'. 

1 = 0%:  I'm disorganised, I haven't attended to this

2 = 25% organised: I have given this some thought, but haven't acted on it, or maybe my current position is inadequate

3 = 50% organised: I am somewhat organised on this topic but I am out of date, or I need a significant review

4 = 75% organised: I have actively attended to implementing action plans to address this issue, but, I need to revisit them to ensure they are still relevant

5 = 100%: I'm Financially Well Organised on this issue

For any questions that you deem 'Not applicable', choose a rating of 3.

If you do not own a business, simply answer all the questions in the Business Plan section with a 3.

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Goals & Objectives

1)  I have documented my goals and objectives in the last 12 months? ! Please select 1 2 3 4 5

2)  I have a clear understanding of what I would like to have achieved in 10 years time? ! Please select 1 2 3 4 5

3)  I have included personal goals in my goals and objectives? ! Please select 1 2 3 4 5

4)  My goals and objectives are in writing? ! Please select 1 2 3 4 5

Estate Plan

1)  My Will has been updated in the last 3 years? ! Please select 1 2 3 4 5

2)  My Will includes provisions for testamentary trusts? ! Please select 1 2 3 4 5

3)  My Will has been prepared taking into consideration the control of my trusts, companies, super fund (as applicable)? ! Please select 1 2 3 4 5

4)  The number of shares issued in my company is divisible by the number of my children? ! Please select 1 2 3 4 5

5)  My company(ies) have a constitution? ! Please select 1 2 3 4 5

6)  I have addressed who will be the appointor of my trust if I was to die? ! Please select 1 2 3 4 5

7)  I know for a fact who will control my trust upon my death? ! Please select 1 2 3 4 5

8)  I am aware that my superannuation fund is not covered by my Will? ! Please select 1 2 3 4 5

9)  I have current Enduring Power or Attorney documents? ! Please select 1 2 3 4 5

Risk Plan

1)  I am comfortable that in the event of my death my family’s financial security will be assured? ! Please select 1 2 3 4 5

2)  If I was disabled, in an accident or suffered from a long term illness, I am satisfied that my income is protected? ! Please select 1 2 3 4 5

3)  If I suffered from a critical illness, I am sure that I have sufficient savings to see me through? ! Please select 1 2 3 4 5

Asset Protection Plan

1)  My assets (excluding my home and personal effects) are owned in a company, trust or superannuation fund? ! Please select 1 2 3 4 5

2)  I do not have any non-decision makers (such as my spouse)as directors of my company? ! Please select 1 2 3 4 5

3)  I have taken a charge over the assets of entities that owe me money? ! Please select 1 2 3 4 5

Taxation Plan

1)  I review my current year position well in advance of 30 June each year? ! Please select 1 2 3 4 5

2)  I actively identify and implement tax planning strategies before 30 June each year? ! Please select 1 2 3 4 5

3)  My assets and business are structured to minimise tax payable by utilising corporate and superannuation rates? ! Please select 1 2 3 4 5

4)  My assets are structured to take advantage of the small business capital gains tax concessions? ! Please select 1 2 3 4 5

Debt Plan

1)  I have maximised the amount of my deductible debt? ! Please select 1 2 3 4 5

2)  I have a clear strategy to reduce my debt? ! Please select 1 2 3 4 5

3)  The bank only holds as security the minimum amount of assets required to meet their maximum loan to value ratio? ! Please select 1 2 3 4 5

Retirement Plan

1)  I have set a date when I will be in a financial position so that I can make a choice whether I want to work? ! Please select 1 2 3 4 5

2)  I know the amount of assets I need to accumulate/create to achieve financial independence? ! Please select 1 2 3 4 5

3)  I consider my business an essential part of my retirement plan, and do I know what it is worth? ! Please select 1 2 3 4 5

Business Plan

1)  I am currently only doing the things in my day at work that I enjoy, and nothing else? ! Please select 1 2 3 4 5

2)  I am clear on the purpose (other than money) as to why my business exists? ! Please select 1 2 3 4 5

3)  I have delegated decision making to others in my business so that I am only
making the decisions that are critical for me to make? ! Please select 1 2 3 4 5

4)  I am able to access accurate financial reporting on a monthly basis? ! Please select 1 2 3 4 5

5)  I set profit projections annually that are linked to your busness action plans? ! Please select 1 2 3 4 5

6)  I have a documented strategy to grow my revenue by focussing on products, marketing, sales,
operations & delivery and client relationship management? ! Please select 1 2 3 4 5

7)  I have set aside time each week to focus on personal development as the leader of my business? ! Please select 1 2 3 4 5

Superannuation Plan

1)  I have combined all of my superannuation funds into one single superannuation fund? ! Please select 1 2 3 4 5

2)  I actively implement a strategy to maximise the amount of tax deductible contributions to superannuation each year? ! Please select 1 2 3 4 5

3)  I actively monitor the returns and performance of my superannuation investments? ! Please select 1 2 3 4 5

4)  I am confident that I am maximising the opportunities available to me in superannnuation? ! Please select 1 2 3 4 5

5)  My life insurance is owned in my superannuation fund, or by a superannuation fund? ! Please select 1 2 3 4 5

Investment Plan

1)  My investment plan aligns to my goals and objectives? ! Please select 1 2 3 4 5

2)  My investment plan manages risk in accordance with my attitude to risk? ! Please select 1 2 3 4 5

3)  My investment plan focusses on preservation of capital, and at the same time focus on achieving my goals and objectives? ! Please select 1 2 3 4 5

4)  I have a written and structured investment plan? ! Please select 1 2 3 4 5

5)  I regularly and systematically invest money as part of my investment plan? ! Please select 1 2 3 4 5

This survey and any files transmitted with it are confidential and intended solely for the use of the individual or entity to whom they are addressed.
If you have received this survey in error please notify the system manager of Elliotts - Financially Well Organised info@financiallywellorganised.com