How it works
Answer 16 quick questions to see how you can improve your financial freedom score
This scorecard has been developed to quickly and painlessly produce a financial score based on your answers. In under 3 minutes you will generate results with a tailored action plan on how to improve.
No gimmicks, no number crunching, just some simple yes/no questions to set you off on your financial clarity journey!
You’ll be scored based on the following key areas:
Earning
Understanding your earning potential to maximise your financial growth opportunity
Saving
Being aware of your spending habits in order to identify areas where you can maximise your saving potential.
Investing
Feeling confident in knowing where to invest your money is just as important as having it.
Security
No one expects unforeseen circumstances to happen but if they do, it's great to know that you are covered.
Financial Planning
Understanding your current situation to see whether your future planning is effective for your long term goals.
Why Take a Financial Health Check?
Many busy professionals struggle to protect and grow their finances effectively. This health check helps you understand your financial position and ensures your actions align with your goals. It’s a simple way to start building a better relationship with your money, guiding you toward smarter financial decisions.
By completing it, you’ll gain clarity on where you stand and actionable steps to improve your financial well-being.
Who am I?
Michael G Donkor CFP
As a Certified Financial Planner (CFP), I specialise in helping clients maximise their Earnings, RSUs and Stock Options to effectively plan for financial success.
With more than a decade of experience in the finance industry, I've dedicated myself to assisting clients in growing, protecting, and securing their wealth.
It’s Free and Fast
Discover your Financial Health Check score to see how prepared you are when it comes to personal finances and long-term security measures.
"Beware of little expenses. A small leak will sink a great ship" - Benjamin Franklin
