Worksheets

Nothing limits you like not knowing your limitations.

It’s not hard to make decisions when you know what your values are.

Use these worksheets to cement your dreams, assess your life, clarify your goals and prioritise your financial house.

Your Values Drive Your Decisions

This exercise should be done solo when there is time to reflect and think.

The Power of Dreaming

We all need something to look forward to and this is where a Dream List comes in.

Wheel of Life

For each area of your life, shade the segments based on how well you feel you are doing in terms of your Ideal Life.

Create Inspiring Goals

Setting great goals will enable you to have the future you want, not the future you will get by default by drifting along.

Your Financial House

This questionnaire will provide guidance around the conversations you may have with an adviser.

Your Wealth Map

The best financial plan starts with a clear life strategy. So, talk to our team about your values, your goals for the future and your priorities.

For the best financial and investment planning advice in Perth, get in touch.

We’ll get back to you ASAP

 

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