How it works
We have built a proprietary process for
quickly assessing your financial clarity.
The Financial Clarity Scorecard is geared around the four core areas that
together, combine to determine the overall strength of your ability to build,
protect and ultimately enjoy your wealth.
Income
Generation
How you earn your income & your attitudes towards the management of money.
Investments
& Assets
The ways in which you actively allocate funds throughout your personal finances.
Tax Planning
& Minimisation
Your current circumstances from a strategic tax planning & optimisation perspective.
Security &
Retirement Planning
The bigger picture surrounding your long-term financial plan & its impact on retirement.