Financial Planning Test

Personal Financial Planning Control Scorecard

Score your financial planning against 10 criteria to identify which areas should be your priority to address.

Go quickly through each question putting your mark out of 10 in the box below and don’t agonise over the score – your first gut reaction is probably the right one!

At the end you will be given a total score and can opt-in to receive your results sent to your email address.

Take the test!

Bucket list

Step 1 of 3 - Questions 1-5

  • My Income Tax bills are significant, a source of worry and need to be brought under control, would score 1.My Income Tax bills are low and under control and do not concern me at all, would score 10.
    Please enter a number from 1 to 10.
  • I am completely dissatisfied with my current savings and investments, would score 1.I am pleased with the general return on my savings and investments, would score 10.
    Please enter a number from 1 to 10.
  • The financial impact of my death on my family is of concern to me would score 1.My current life assurance provision is sufficient, would score 10.
    Please enter a number from 1 to 10.
  • My Capital Gains Tax bills are significant, a source of worry and need to be brought under control would score 1 point.My Capital Gains Tax bills are low and under control, would score 10 points.
    Please enter a number from 1 to 10.
  • I am totally reliant on my salary/profits and would experience serious financial hardship were I unable to work through illness/disability would score 1 point.I am not concerned at the loss of income which would arise from my inability to work through illness/disability would score 10 points.
    Please enter a number from 1 to 10.