Wealth Index

Do you have life insurance?

yes no unsure

Do you have disability insurance?

yes no unsure

Do you have income protection insurance?

yes no unsure

Do you have critical illness insurance?

yes no unsure

Have you calculated your insurance cover based on debt reduction and an amount to provide adequate income for your dependants?

yes no unsure

Do you have a valid up to date Will?

yes no unsure

Do you have a Power of Attorney?

yes no unsure

Have you planned for tax advantaged income for your dependants after your death?

yes no unsure

If in partnership do you have a buy-sell agreement in place?

yes no unsure na

Is this agreement funded?

yes no unsure na

Is this agreement funded via superannuation?

yes no unsure na

Do you have a succession/exit strategy?

yes no unsure na

Do you have business overheads insurance?

yes no unsure na

Do you have key person insurance?

yes no unsure na