Take our short quiz to know if you should put a financial plan in place.


Do you own your dream home?

  1. Yes, and it’s perfect, you should see it!
  2. Not yet but I am slowly saving my way there
  3. DREAM home… meaning in my DREAMS

Do you ever lose sleep over money?

  1. Never, I sleep like a baby
  2. Sometimes
  3. Every night…. Have you been watching me sleep?!

Where do you spend your money?

  1. I have save 10% long term & 10% short term- the rest is for play!
  2. Have you seen my wardrobe?
  3. What money…

What does investing mean to you?

  1. Risk vs return, reaching my goals faster
  2. Property
  3. Isn’t that as risky as gambling?

What does your credit card bill look like?

  1. I don’t have one
  2. Always paid off within my interest free period
  3. Scary… EEP

Who buys the rounds at the pub?

  1. When it’s my turn
  2. Never
  3. Shots are on me!

Do you have your future sorted?

  1. Yes, I have a detailed 5-year plan
  2. I know what I want, but I don’t have a plan
  3. My future you mean after work drinks?

How did you go?


Mostly A’s

Congrats! You seem like you have got this sorted but it never hurts to have a second set of eyes run over your plan to ensure what you are doing is getting you to where you want to be!

Mostly B’s

Seems like you have got some great motivation, and perhaps a half cooked plan. An adviser could fast track all the hard work you have already done. Fine tune that plan of yours and you’ll be kicking goals in no time!

Mostly C’s

Danger Danger!!! Book an appointment ASAP. You are in high risk territory (but sound like a blast to have a drink, and probably the most stylish cat around) If you want to be both fun and on track, then come join the Pursue Wealth team.

We would love to HEAR FROM YOU

PHONE: (03) 9686 1784

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Pursue Wealth Pty Ltd is a wholly owned subsidiary of Grimsey Wealth. Pursue Wealth’s Financial Advisers are Authorised Representatives of Grimsey Wealth Pty Ltd, ABN 90 113 911 247 AFSL 293334

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