About Cadre
Our Services
Blogs
Contact Us

About Cadre
Our Services
Blogs
Contact Us

Quick Prosperity Assessment

clientno

First Name

Last Name

Phone

Employment Status

Employed Retired

Please Answer each question below on a scale of 1 to 4 or N/A as follows:

My Income Plan

How confident am I that...

My current income meets my living costs

1 2 3 4 N/A

My income is well structured and tax efficient

1 2 3 4 N/A

My children's education costs are covered

1 2 3 4 N/A

My surplus income is being invested efficiently for wealth creation

1 2 3 4 N/A

My income and employment are secure

1 2 3 4 N/A

My current income meets my living costs

1 2 3 4 N/A

My income is well structured and tax efficient

1 2 3 4 N/A

My income will last throughout my retirement

1 2 3 4 N/A

I am receiving all my government pension

1 2 3 4 N/A

My Investment Plan

How confident am I that...

I have an appropriate 5 year wealth plan

1 2 3 4 N/A

I have a tax efficient investment structure

1 2 3 4 N/A

I understand the risk/reward trade-off between my investment strategy and other options

1 2 3 4 N/A

My investments are achieving my goals

1 2 3 4 N/A

I can sleep at night with the investments I have in place

1 2 3 4 N/A

I have a tax efficient investment structure

1 2 3 4 N/A

I understand the risk/reward trade-off between my investment strategy and other options

1 2 3 4 N/A

My investments are achieving my goals

1 2 3 4 N/A

I can sleep at night with the investments I have in place

1 2 3 4 N/A

My Debt Plan

How confident am I that...

My debt is structured in the best possible way

1 2 3 4 N/A

I have the right mix of personal and investment debt

1 2 3 4 N/A

I have a strategy to eliminate my personal debt in the shortest possible time

1 2 3 4 N/A

My overall debt levels are appropriate for my current life status

1 2 3 4 N/A

My debt plan is regularly reviewed

1 2 3 4 N/A

My current level of debt is appropriate

1 2 3 4 N/A

I have a plan to eliminate any outstanding debt

1 2 3 4 N/A

I understand the implications of gifting or lending money to my children

1 2 3 4 N/A

I understand how debt could be used if my retirement funds run out

1 2 3 4 N/A

My Risk Plan

How confident am I that...

My insurances cover me comprehensively for most foreseeable circumstances

1 2 3 4 N/A

I am paying the most competitive premiums

1 2 3 4 N/A

I have the appropriate levels of cover in place

1 2 3 4 N/A

My family would continue to live comfortably if something happened to me

1 2 3 4 N/A

My insurance policies are regularly reviewed

1 2 3 4 N/A

If my children had a serious illness or injury they would not require my financial assistance

1 2 3 4 N/A

I understand my options with regards to Aged Care

1 2 3 4 N/A

I understand the implications of being a guarantor for my children's debt

1 2 3 4 N/A

On my death I have accounted for my children's personal and financial circumstances

1 2 3 4 N/A

My Retirement Plan

How confident am I that...

I have a clear understanding of my retirement goals

1 2 3 4 N/A

I have a clear understanding of my desired retirement income needs

1 2 3 4 N/A

I am on track to achieve my required income in retirement

1 2 3 4 N/A

My retirement funds will last throughout my retirement

1 2 3 4 N/A

My retirement funding strategy is structured tax efficiently

1 2 3 4 N/A

I am living the retirement I envisaged

1 2 3 4 N/A

My ongoing retirement goals will continue to be met

1 2 3 4 N/A

I understand my options if my retirement funds run out

1 2 3 4 N/A

I understand the impact of a on off expenditure on my retirement funds

1 2 3 4 N/A

My Estate Plan

How confident am I that...

My Will is right up to date and reflects my current wishes

1 2 3 4 N/A

My assets will be transferred to all the right people, at the right time tax efficiently

1 2 3 4 N/A

I have someone that is able to make financial decisions on my behalf if I am unable to do so

1 2 3 4 N/A

My surviving family or executor would easily find all relevant documentation

1 2 3 4 N/A

My family is aware of my medical and lifestyle wishes

1 2 3 4 N/A

My Will is right up to date and reflects my current wishes

1 2 3 4 N/A

My surviving family or executor would easily find all relevant documentation

1 2 3 4 N/A

Someone is able to make financial, medical and lifestyle decisions on my behalf if I am unable

1 2 3 4 N/A

My assets will be transferred to all the right people, at the right time tax efficiently

1 2 3 4 N/A

Name*

Email*

Phone*

Message

How We Help You

As “Wealth Stewards” for our clients, our team works hard through strategy and wealth advisory services to ensure we make the right decisions for you.

At Cadre Capital, we help our clients make informed financial decisions and achieve their financial goals and aspirations. We empower our clients to feel confident about their financial future, knowing they are on track to achieving their financial goals thanks to the solutions, guidance and advice provided by Cadre Capital Partners.

Balwyn Office

Location:

Level 1, Suite 4, 333 Whitehorse Road, Balwyn, Victoria, 3103

Postal Address:

PO Box 88, Balwyn, Victoria, 3103

Phone:

03 9034 5071

Hours:

Monday – Friday: 9am – 5pm Saturday – Sunday: By appointment

Cadre Capital Partners Pty Ltd (ABN 13 628 146 314) is a Corporate Authorised Representative No. 1272435 of Interprac Financial Planning Pty Ltd (AFSL 246638). Interprac Financial Planning Privacy Policy.

General Advice Warning

The information on this website is general information only and is not intended to be a recommendation. We strongly recommend you seek advice from your financial adviser as to whether this information is appropriate to your needs, financial situation and investment objectives. Whilst every care has been taken in the preparation of this website, Cadre Capital Partners Pty Ltd (‘Cadre Capital Partners’), its directors, authors, consultants, editors and any persons involved in the construction of this website, expressly disclaim all and any form of liability to any person in respect of this website and any consequences arising from its use by any person in reliance upon the whole or any part of this website.

For further details including financial services we can offer you and how we are remunerated, please read:

FSG Part 1 | FSG Part 2 for Gabriel Carey ARN 1239224 |

The information on this site, including the site source code is the property of Cadre Capital Partners Pty Ltd and is subject to Copyright ©. Unauthorised use of the information on this website is not permitted. Copyright in the information contained in this site subsists under the Copyright Act 1968 (Cth) and, through international treaties, the laws of many other countries. It is owned by Cadre Capital Partners Pty Ltd unless otherwise stated. All rights reserved. You may download a single copy of this document and, where necessary for its use as a reference, make a single hard copy. Except as permitted under the Copyright Act 1968 (Cth) or other applicable laws, no part of this publication may be otherwise reproduced, adapted, performed in public or transmitted in any form by any process without the specific written consent of Cadre Capital Partners Pty Ltd. Copyright Cadre Capital Partners Pty Ltd 2021. All Rights Reserved.

The information in this site has been prepared in accordance with Australian law for the supply of goods and services. This notice and the information in this site and all matters relating to either are governed by and are to be construed according to the laws applicable in the State of Victoria and the Commonwealth of Australia (“Australian law”). The information may not satisfy the laws of any other country. It is not directed at people in any other country and should not be relied on by people in any country other than Australia. The information in this site is current at the date of publication but may be subject to change.