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Your World
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Securitor Financial Group Limited ABN 48 009 189 495 AFSL 240687 SE14571C-0713lc
Step 1: Discuss and take notesStep 2: Number points in order of importance
Your money
Your health
Your family
Your dreams Your career
You
Your business
Your community
Your retirement
Your home
Your lifestyle
Name
Date
YOUR WORLD
Hobbies & interests
Education
What would be your ideal lifestyle?
What would you like to financially achieve in the next 3, 5 & 10 years
What’s important to you about your home?
Are you certain of your options?
What would you like to do in your retirement?
When will you retire?
Giving back?
What do you dream of achieving in your life?
Your employees
What’s your succession or exit plan? Future growth?
Your development?
How do you envisage your career path?
How important is work/life balance?
How do you look after your health & wellbeing?
Travel
What is important to you about your family & their future?
What’s important to your family?
What do you & your family enjoy doing?
Savings?
ODYSSEY
