Does your household have good financial foundations?
Discover whether you've put in place the foundations needed for your family's financial wellbeing with the Financial Foundations Scorecard.
Identify risks and blind spots. Get help to improve your situation.
Answer 27 questions. You'll get instant personalised feedback and guidance on what to do next.
- It takes about 5 minutes.
- It’s free. There is no obligation to do, or buy, anything.
- Receive customised results instantly.
Does your household have good financial foundations?
Discover whether you've put in place the foundations needed for your family's financial wellbeing with the Financial Foundations Scorecard.
Identify risks and blind spots. Get help to improve your situation.
Answer 27 questions. You'll get instant personalised feedback and guidance on what to do next.
- It takes about 5 minutes.
- It’s free. There is no obligation to do, or buy, anything.
- Receive customised results instantly.
The three fundamentals you'll be scored against
Organisation
Are you organised, prepared and is everything under control?
Or are you unprepared and at risk of leaving a mess?
Communication
Are you communicating well as a couple and on the same page?
Or is it difficult to talk about money and future plans?
Financial management
Do you have clarity about your finances and why it matters?
Or is there no plan for the trajectory of your family?
Hi, I'm Brian Foster
Founder at The Financial Caddie®
As a husband with a wife, twins, an ex with whom I co-parent teenage boys, accounts, plans, policies, businesses, international tax issues, wills and a family trust, I understand the challenge.
As a financial professional, I believe every household in South Africa should have solid foundations.
