financialclarity | PlanetWealth

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Are You Actually On Track to achieve financial success?

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You've been saving, investing and building wealth for years.

But have you ever actually checked whether everything you've accumulated is enough — and properly aligned — for the life you want?

Answer 10 simple questions to identify the biggest gap in your current financial structure.

Check My Financial Clarity

If you had to state your total financial assets, liabilities and net worth today, how confident are you that you know the numbers?

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I have a current consolidated figure and review it regularly

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I know approximately, but would need to check a few Numbers

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My information is spread across different Investments/documents

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I would need to start from scratch to work it out

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How clearly have you defined the amount (after considering inflation) you will need for your major future goals, such as retirement and children's education?

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I have calculated the numbers and review them periodically

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I have clear goals and rough/approximate numbers

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I know the goals but haven't calculated what they will require

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I have not really worked out the numbers

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If I asked you why you own each of your major investments, which statement best describes your situation?

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Each major investment is linked to a specific financial goal

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Most are linked to goals, but a few are unclear

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Some have a purpose; others were accumulated over time

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I mainly know what I own, rather than why I own it

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Which statement best describes your current investments?

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They are managed as one portfolio with a defined overall asset allocation

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There is an overall structure, but some investments sit outside it

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Investments have been added at different times for different reasons

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I mostly evaluate investments individually rather than as one portfolio

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When was the last time you reviewed your entire financial picture — goals, investments, liabilities, asset allocation and future requirements — as one picture?

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Within the last 6 months

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6–12 months ago

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More than a year ago

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I generally review individual investments rather than my complete financial picture

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If one of your major financial goals changed significantly this year, how confidently could you determine what needs to change in your financial plan?

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I could quantify the impact and adjust my plan

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I would know the general direction but would need help with the numbers

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I would review my investments first and work it out from there

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I wouldn't know where to begin

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If your income stopped unexpectedly for 12 months, how confident are you that you could manage the situation without seriously disrupting your major financial goals?

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Very confident — I have assessed this and have adequate financial reserves/protection

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Fairly confident — I believe I could manage it, but haven't formally assessed it

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I'm not sure how long my current resources would last

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I have never really considered/thought about this

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If you wanted to explain your family's financial position to your spouse in one sitting, how easy would it be to show everything in one place?

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Very easy — we have a consolidated view

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Most information is available, but it is spread across a few places

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We would need to collect information from several accounts/documents

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There isn't a consolidated view

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When you are considering a new investment, how do you decide whether it belongs in your overall financial strategy?

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I evaluate it against my goals, asset allocation and existing portfolio

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I discuss it with my advisor before deciding

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I mainly assess the investment on its own merits

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It depends on the opportunity, recommendation or recent performance

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How many months of essential household expenses could your readily available financial reserves cover if your income stopped?

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12 months or more

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6–11 months

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3–5 months

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Less than 3 months

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If you could get one financial question answered clearly, which would matter most to you?

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Am I on track for retirement?

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Will I be able to fund my children's education?

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Are my current investments structured properly?

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Do I have enough financial protection and liquidity?

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Am I making the right financial decisions overall?

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You got a score of %%YOURSCORE%% out of %%TOTALSCORE%%

Financial Picture Needs Structuring

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Your answers suggest that you may benefit from bringing your financial position, goals and investments into one consolidated picture.

Your Highest Score Domain

[CategoryRank columns="1" order="hightolow" high="green" medium="yellow" low="red" high_range="80-100" medium_range="50-80" low_range="0-50" limitto="1"]

Your Lowest Score Domain

[CategoryRank columns="1" order="lowtohigh" high="green" medium="yellow" low="red" high_range="80-100" medium_range="50-80" low_range="0-50" limitto="1"]

Your next step: Start With Financial Clarity

When financial information, investments and goals are not connected in one picture, it becomes difficult to know what decisions should come next.
A Financial Clarity Review provides a structured starting point for understanding your current position and identifying the areas that deserve attention.

Start With Financial Clarity

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You got a score of %%YOURSCORE%% out of %%TOTALSCORE%%

Financial Clarity Needs Attention

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You appear to be doing several things right, but there are important unanswered questions around your goals, investments or overall financial structure.

Your Highest Score Domain

[CategoryRank columns="5" order="hightolow" high="green" medium="yellow" low="red" high_range="80-100" medium_range="50-80" low_range="0-50" limitto="1"]

Your Lowest Score Domain

[CategoryRank columns="5" order="lowtohigh" high="green" medium="yellow" low="red" high_range="80-100" medium_range="50-80" low_range="0-50" limitto="1"]

Your next step: Find Out Where You Stand

Before making another investment decision, it may be useful to step back and look at your financial situation as a whole.
The objective is to understand where you stand today, what your existing structure is designed to achieve and where the important gaps may be.

Find Out Where I Stand

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You got a score of %%YOURSCORE%% out of %%TOTALSCORE%%

Financial Structure Has Some Gaps

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You have built a meaningful financial foundation, but some parts of your financial picture may not yet be fully connected.

Your Highest Score Domain

[CategoryRank columns="5" order="hightolow" high="green" medium="yellow" low="red" high_range="80-100" medium_range="50-80" low_range="0-50" limitto="1"]

Your Lowest Score Domain

[CategoryRank columns="5" order="lowtohigh" high="green" medium="yellow" low="red" high_range="80-100" medium_range="50-80" low_range="0-50" limitto="1"]

Your next step: Identify What Needs Attention

You may not need to change everything.
The more useful question is to identify which parts of your financial structure deserve attention and how they fit together.
A Financial Clarity Review can help bring your goals, investments, asset allocation, liquidity and future requirements into one picture

Identify What Needs Attention

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You got a score of %%YOURSCORE%% out of %%TOTALSCORE%%

Strong Financial Clarity

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You appear to have a reasonably well-structured financial approach and a good understanding of your current position and future priorities.

Your Highest Score Domain

[CategoryRank columns="5" order="hightolow" high="green" medium="yellow" low="red" high_range="80-100" medium_range="50-80" low_range="0-50" limitto="1"]

Your Lowest Score Domain

[CategoryRank columns="5" order="lowtohigh" high="green" medium="yellow" low="red" high_range="80-100" medium_range="50-80" low_range="0-50" limitto="1"]

Your next step: Review & Optimise

Having a structured financial approach does not mean there is nothing left to review.
As your income, wealth, goals and priorities change, your financial structure may also need to evolve.
A Financial Clarity Review can help you examine whether your existing structure continues to support your current and future priorities.

Review & Optimise My Financial Structure

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