Where Your Wealth Comes From

Defining your financial success

Financial success for you

With financial success meaning different things for different people, investing the time and resources to find out more about your money wants is a valuable exercise.

If you’re clear on what you want, congratulations! If not, it is important you take a few moments to consider what you do want financially. 

As a starting point, you may like to consider the following questions:

  • How much income is required to fund your current and future lifestyle?
  • How much capital you would need to generate your desired income levels?
  • At what age would you like to retire?
  • Are there any large expense items that you would like to make special consideration for?

Being able to answer these questions begins to shape up your financial wants. You will find other modules, articles, videos and activities will help you further clarify what it is that you want from a financial perspective.