How Financially Certain do you feel?
FINANCIAL CERTAINTY IS ABOUT MORE THAN HOW MUCH MONEY YOU HAVE
The Financial Certainty Review is designed to help you take a broader look at your financial life and discover the areas where you feel most confident, as well as those where you may want greater clarity.
No bank balances. No account numbers. No right or wrong answers. No judgement.
What you will receive is a clearer picture of where you're confident and
where something may deserve a bit more attention.
Accumulator
Building wealth
For those in the wealth accumulation phase.
Pre-Retiree
Preparing for Retirement
For those who are preparing for retirement.
Retiree
Already Retired
For those who are already enjoying retirement.
Having enough money is important but
Financial Certainty
can involve much more than the balance of your bank account or super fund.
It can also mean understanding:
Where your retirement income will come from
How much you can comfortably spend
How your investments fit your plans
How tax may affect your position
Your potential Centrelink entitlements
How prepared you are for unexpected expenses
Whether your estate plans reflect your wishes
The Financial Certainty Review helps you consider these areas together.
The Review considers key areas of your financial life rather than concentrating on one investment, product or account.
When you've completed it, you'll have a clearer way of identifying:
Where you feel most certain.
Things you aren't sure about.
What you might consider next.
Where you feel less certain.
The areas you may want to discuss further.
The areas where there may be unanswered questions.
The important question is: What would greater Financial Certainty mean to you?
For someone else, it may simply mean having a plan in place if life doesn't go according to plan.
For someone else, it may mean being able to afford the the lifestyle in retirement they have been dreaming about for years.
For another, it may mean knowing they can help their children.
Meet Our Founder & Advisor
I'm David from The Updated Investor.
I've spent many years helping people understand the financial decisions surrounding retirement and the years that follow.
One thing I've learned is that numbers only tell part of the story.
A good financial position should also provide greater clarity around the choices available to you and greater confidence about the decisions ahead.
That's the thinking behind the Financial Certainty review.
David - The Updated Investor
How Financially Certain do you Feel?
Accumulator
Building wealth
Pre-Retiree
Preparing for Retirement
Retiree
Already Retired
The Financial Certainty Review is an educational self-assessment tool and does not constitute personal financial advice. It does not take into account your individual objectives, financial situation or needs. Where appropriate, consider seeking professional advice before making financial decisions.