You’ll be scored against the following key areas:
To achieve financial freedom you must first secure financial security and then acquire financial confidence. These are the three categories we'll score you on.
Security
Take key legal and financial actions to secure your financial safety and establish financial stability.
Confidence
Build on your financial security by planning for the long term, optimising your financial position and enhancing your financial knowledge.
Freedom
You live life on your terms, hardly thinking about money any more. You can focus your time and energy on the things that really matter to you.
About us
We're an innovative financial planning firm fighting back against impersonal generic financial advice. Bringing financial planning into the 21st century.
We guide our clients through pivotal life experiences towards their own version of financial freedom.
Find out more about us here.
FAQs
Common Questions Answered:
The Financial Freedom Scorecard is an assessment tool designed to evaluate your current financial situation across three key areas: financial security, confidence and freedom.
By completing the scorecard you’ll receive personalised results identifying strengths, areas for improvement and highlighting actions to take which will move you a step closer towards financial freedom.
You’ll answer a series of questions related to your current personal situation and how you manage your finances.
Once finished, you’ll instantly receive a detailed results page with your scores, actions and suggested next steps.
This is an initial assessment designed to give you a useful indication of where you are on the journey toward financial freedom. If applicable, it will identify areas of your finances that require attention and offer suggested actions.
For clients of Guided Financial, we would conduct a comprehensive assessment of your current financial position including cash flow forecasting.
If only it was that easy! It takes a lot more than twenty multiple choice questions to enable us to provide full financial advice.
This assessment will give you an indication of your current position and help establish whether you would benefit from further support or guidance.
Less than 10 minutes.
Absolutely. We prioritise your privacy and ensure that all data provided is encrypted and stored securely. Your information will never be shared with third parties without your explicit consent.
