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.
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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The cards on the left represent goals that may be related to your financial life. Please sort/move ALL these cards to the right according to how they are important to you. To sort, simply click on a card and drop it in the appropriate category, they will disappear from the left column as you move them across.
After sorting, you may also rank the cards, placing the most important card on top for each category. To learn more about each card, please click the 'i' icon.
There is no wrong or right answer.
Once done, please click 'Finish' and choose whether or not you want to receive a copy of your responses by email.
Please note that after taking the assessment, you may receive periodic emails that aim to help make work optional in your life.
If you change your mind after clicking 'Finished,' you may start over.