Can The FNA Really Help Me?

Get a Quick Check-up With This Short Questionnaire

Life can have a way of letting us stray from our plans – even when we have the most earnest of intentions. Even when we think everything is going well, we may be surprised to find out we’ve overlooked something. Remember, most people don’t plan to fail – they just fail to plan. Take this simple quiz to find out if you are headed where you want to go.

Take this simple quiz to find out if you are headed where you want to go.

1. What will you live on during retirement?
A) I'm investing and saving for my future.
B) I figure I'll save a little and then count on Government pension benefits for the rest.
C) I haven't thought that far ahead.

2. If anything were to happen to you, how would your expenses be paid?
A) I have an individual life insurance policy.
B) I have insurance through my super.
C) I don't like to think about that kind of stuff.

3. How much have you saved for emergencies?
A) I have at least three months income stashed away.
B) I put away a little each month, but I always end up spending it.
C) Are you kidding?! Who has enough to save?

4. How much debt do you have?
A) I have "good" debt: a mortgage payment and not much else.
B) I have a few credit cards, but I'm working on paying them off.
C) Don't even get me started!

If you answered:

Mostly As - Your financial future is looking good! You understand that unexpected expenses happen, and you're ready for them. A free FNA from Charles Alexander Financial Services can show you what you're doing right, ways that you could make your money work better for you and how to protect your assets!

Mostly Bs - You're on your way! But, you could still do more. Call our office and book a Personal Financial Analyst to schedule your complimentary FNA and learn how you can take that start and make your way to financial independence. You can do it!

Mostly Cs - Maybe you've had some financial hiccups. But, there's hope. Your Personal Financial Analyst can help you create a program to get you back on track. Plus, Charles Alexander Financial Services can connect you with legal professionals who may be able to help protect your resources as you regain control of your finances. The first step is your Financial Needs Analysis. The good news is, you can turn your finances around. Your Personal Financial Analyst can help.

Do You Know Your FIN?

One number could make or break your goals for the future. It's called a Financial Independence Number (FIN). This figure is the key to how you will spend the rest of your life. It represents how much you will need for monetary obligations, including your expenses during retirement.

Get your Financial Independence Number through the free, personalised FNA. Your Personal Financial Analyst will use the FNA to help you see how the choices you make affect your future. Besides, you can't know how close you are to your goals, if you haven't calculated how much you'll need to reach them. The Financial Needs Analysis is first. It will provide your FIN, and that's the first step toward financial freedom. Pick up your phone and call Charles Alexander Financial Services today.

Your Own Charles Alexander Financial Services FNA – Start With a Plan!

It takes just half an hour to sow the seeds that can change your life. In the time it takes to watch a television show, you could be working with your Personal Financial Analyst to change your life for the better. Call today for your free FNA.

Here’s how to get started

Set an appointment
Our office can be contacted on 1800 21 10 11 to arrange a convenient time that both you and your spouse or partner can meet with your Personal Financial Analyst.