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