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1
Do you have sufficient health insurance cover in place for you and your family?

2
Would your family have sufficient income to cover expenses in the event of your death?

3
Do you have appropriate cover in place to protect you and your family in the event of you getting a serious illness or having an accident?

4
Are your investments appropriate to your life stage and do they reflect your attitudes to risk?

5
Are your investments suitable diversified to protect you against a sudden shock in a particular sector?

6
Are you making the most of your pension opportunities?

7
Is your mortgage rate competitive?

8
Do you need assistance in organising finance? Commercial, investment or residential?