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Health Check

Try our financial health check to see how well you are managing your money and to see if there is anything you could do to improve your situation

Do you save any of your money?  

Do you keep track of your money? 

How much do you pay towards your credit card accounts each month? 

What would you do with a windfall? 

Making a large purchase

If you were in the market for a new car and loan what would you do? 

Will you have enough money when you retire? 

Would you be protected if your house burnt down? 

If you received a large bill for car repairs how would you pay for it? 

What would you do if you received a phone call offering you a chance to make big money with a new investment opportunity? 

If you lost your partner are you sure your family would be OK financially? 


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