MAKE WORK OPTIONAL

GOAL-SETTING TOOL

This assessment tool has been created to help people identify the areas in their financial lives that they ought to be focusing with based on their present circumstances and with a view to build, manage, sustain, or expand their wealth creation potential.

In other words, this tool serves as a starting point for people whose goals are to make work optional for them. It takes 5-10 minutes to complete and results may be emailed to you within 24 hours.

Before proceeding, please take some time to read the important note below.

 

Important

It is for general information only and is not intended to be a recommendation to invest in any product or financial service, nor does it consider your investment objectives or your financial situation at the time of your participation. Any information contained herein does not constitute investment advice. The MWO Financial Goals Assessment Tool is a proprietary assessment tool created by Make Work Optional Pty Ltd.

Before making any financial investment decisions, whether or not related to this tool, you should obtain legal and taxation advice appropriate to your needs. If you invest, different terms may apply to your investment. You should read the disclosure document for that Portfolio Service and consider your circumstances prior to investing.

Make Your Work Optional is an AFS Representative – 1279905 – of AFSL VINARC Pty Ltd ABN 92 609 798 683, AFSL 484222.

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MAKE WORK OPTIONAL

Thank you

Thank you for taking the MWO Financial Goals Assessment Tool.

We hope that in the process, you were able to discover what your financial goals really are and have formulated some ideas on how to achieve them.

If you have opted to receive a copy of your responses by email, please allow up to 24 hours for delivery. If you have any questions at all, please email shaun@makeworkoptional.com.au.

In the meantime, we encourage you to discover how Make Work Optional can help you achieve exactly that.