Do you know what is meant by the term Networth and why should you have a healthy Networth for doing any substantial business 0r acquiring loan
1. Yes
2. No
3. Not Sure
Do you know that your Networth decides your credit rating for sanction of loans and the rate of interest approved by Banks/ Financial institutions
1. Yes
2. No
3. Not Sure
Do you know that mere Cash availability and holding of property under some one else's name does not add to your Networth
1. Yes
2. No
3. Not Sure
Savings & investments
Are you saving enough at the moment to provide for what you'll need in the future?
1. Yes
2. No
3. Not Sure
Are you making best use of all the tax efficient products available?
1. Yes
2. No
3. Not Sure
Are you making the most of your personal tax allowances?
1. Yes
2. No
3. Not Sure
Protecting your wealth
Let's say you're unable to work for a while because you suffer from an accident or sickness, or you're made redundant. Will you be able to maintain your standard of living?
1. Yes
2. No
3. Not Sure
If you suffered a long-term illness and were unable to work, would you be able to maintain your standard of living?
1. Yes
2. No
3. Not Sure
If you ever suffered a serious illness like a heart attack or contracted cancer, would you be able to continue paying for your loans, rent and life's other essentials?
1. Yes
2. No
3. Not Sure
If you died would your assets be passed on to the right person(s) or charity?
1. Yes
2. No
3. Not Sure
Saving for your dreams
If you're thinking about buying a home, do you know how much money you will need?
1. Yes
2. No
3. Not Sure
Have you funded enough for your children's education?
1. Yes
2. No
3. Not Sure
Do you have enough savings to meet the cost of your children's marriage?
1. Yes
2. No
3. Not Sure
Well done! You have taken the first step in your financial planning. Our entire objective was to make you aware and ask unvoiced concerns of your family members to your financial requirements.!!!!!
