Ilmainen testipohja: financial advisers

How ready are you for retirement?

Scores savings, pensions, spending plans and protection, so an adviser can start the right conversation.

13 kysymystä · noin 2 min · English

Mitä se mittaa

Savings and pensions: You know what pensions and savings you have and roughly what they could give you.
Your retirement plan: You have a clear idea of when you want to stop working and what you want to spend.
Closing the gap: You have checked whether your income will cover your plans and know what to do if it does not.
Protection and safeguards: You and your family are covered if illness, death or a change of plans gets in the way.

Kuka sen tekee

People aged 40 to 60. Jokainen vastaaja saa pisteet osa-alueittain ja hänelle kirjoitetun raportin; sinä saat sähköpostin, pisteet ja lyhyen muistion siitä, mitä hän tarvitsee.

Kokeile. Meridian Wealth on keksitty; testi ja raportti ovat oikeita.

Lisää: Raha

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