What would you personally like to achieve? Do you have a particular interest you would like to spend more time on? 

What is important to your family? Is it financial security, planning for the future or protecting what you already have? 

Are you ready for retirement? Have you thought about what lifestyle you’d like to maintain and how you will be able to achieve it? 

How can you be better with your money? Do you know where your money is going? When will you have enough to fulfil your goals? 

How important is your lifestyle to you? What do you prioritise above all else – travel, work life balance, assets? 

What is important to you about your home? Are you looking to renovate, relocate or downsize? 

What are your career goals? Change career path? Planning on promotion? How would you cope if you were made redundant? 

What is important to you for
your business? Are you looking to grow or go? 

You are your most valuable asset, are you prepared for the future? 

How involved do you want to be in your community? 

Is there something special that you have always wanted to do but never thought you could? 

Is your adviser connected in real time to your nancial information?