Wealthy Living Assessment

Discover your
Wealth Health Score

Just 2 minutes away from your path to financial well-being.

Medical professionals have unique needs which require customized strategies. With the complexities of tax, accounting and financial management oversight, the fear of missing out on opportunities to accelerate your returns is real. This assessment offers scope and meaningful insight into your current wealth. With focus on your freedom point, the answers provided help shape the strategies required to bring you back to your true intention of practice, diminish the feeling of your career as solely a money-making vehicle, and help restore your free time and well-being.

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How it works

Answer 15 questions

Nice and simple yet these questions help us to identify your key strengths and weaknesses for more accurate results.

Receive your results

Once you have finished, your answers are processed by our advanced algorithm to produce your final score.

Action steps

Based on your score we will provide some insights for you to take action and improve your score for next time.

Professionals helping professionals

Our approach is ‘a view from above’ which by its very nature allows us to capture the integration of all working components of your wealth and dial into specifics, with effective application to most recent government budget and policy changes.