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Once you’ve completed the assessment, book in with one of our financial planning experts to talk about your results.
This assessment will look at the following areas:
Money Habits
Assesses the consistency and discipline behind your retirement contributions and how your financial behaviours impact long-term growth.
Investment Choices
Evaluates whether your RA portfolio is strategically structured, regularly reviewed, and aligned with your retirement timeline.
Financial Planning
Measures the clarity of your retirement goals, income projections, and whether your current contributions support your future lifestyle.
Tax Benefits
Examines how effectively you are using your RA to maximise tax deductions and long-term tax-efficient growth.
