WHAT WE’LL ASK

Broome Advertiser - - News -

• Does your part­ner at­tach the same pri­or­ity to sav­ing for re­tire­ment as you do?

• How reg­u­larly do you mon­i­tor your fi­nances?

• Over­all, how sat­is­fied are you with the fi­nan­cial sit­u­a­tion of your house­hold?

• Are there any fi­nan­cial is­sues you worry about (i.e. tend to put to the back of your mind be­cause it’s stress­ful or a has­sle to worry about)?

• Aside from you, who has the most say in de­ci­sions about how your own fi­nan­cial as­sets are used?

• Do you think you will ever be able to fully re­tire with­out fi­nan­cial con­cerns?

• To what ex­tent is plan­ning for pos­si­ble health and aged-care needs in­flu­enc­ing your cur­rent spend­ing habits?

• How sat­is­fied are you with your abil­ity to in­flu­ence spend­ing on each of the fol­low­ing items in your house­hold? Source: CoreData

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