Assess Yourself
Financial Readiness Assessments
Quick, interactive assessments to help you understand where you stand - and what to prioritise next.
Each assessment takes about 2 minutes. Answer honestly - there are no wrong answers. Your results will show you where you are strong and where you may need to take action.
Am I Retirement Ready?
Find out if you are on track for a comfortable retirement
Is My Estate in Order?
Check if your estate plan protects your family
Am I Protected Against Disability and Dread Disease?
Assess whether your income and lifestyle are safeguarded
Is My Family Protected If I Pass Away?
Ensure your loved ones are financially secure
Not sure where to start?
Book a consultation and we will help you assess your overall financial position across all these areas.
Book a ConsultationImportant Disclaimer
This assessment is provided for illustrative and educational purposes only and does not constitute financial, tax, or investment advice as defined in the Financial Advisory and Intermediary Services Act (FAIS), 2002.
Results are estimates based on simplified assumptions and the inputs you have provided. Actual outcomes may differ significantly due to market conditions, fees, inflation, legislative changes, and other factors not accounted for in this tool.
For personalised advice tailored to your individual financial circumstances, please consult a qualified and licensed Certified Financial Planner (CFP®). SVZ AND ASSOCIATES is an authorised financial services provider operating within Old Mutual Personal Financial Advice.
By using this tool, you acknowledge that SVZ AND ASSOCIATES accepts no liability for decisions made based on these illustrative results.