Russell and Co
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Contact

Address Trinity House,
7 Georges Quay,
Cork,
Ireland
Phone +353 21 4963679
Fax +353 21 4963174
Email info@russellandco.ie

5 Minute Financial Healthcheck

Take our financial healthcheck quiz below and find out what state your current financial situation is in.

1. What state is your Will in?
Not applicable
Up to date
Drafted, not signed
Needs minor change
No will
Needs revision

2. A recent projection of pension benefits?
Not applicable
Up to date
Needs minor change
Needs revision

3. Pensions on-target to retire when you want?
Not applicable
Yes
No

4. Sure you've got the best mortgage?
Not applicable
Yes
No

5. Sufficient mortgage cover (death & critical illness)?
Not applicable
Yes
No

6. Are all loans covered in event of death?
Not applicable
Yes
No

7. Did you purchase insurance from your finance/loan provider?
Not applicable
Yes
No

8. Sufficent available cash to see through illness?
Not applicable
Yes
No

9. Is your income protected in event of long-term disability?
Not applicable
Yes
No

10. Have you protected your family's income in event of your own death?
Not applicable
Yes
No

11. Is there adequate private healthcare?
Not applicable
Yes
No

12. Have you recently reviewed your lifecover needs?
Not applicable
Yes
No

13. Financial provision for child-care in event of death or serious illness of non-earning spouse/partner?
Not applicable
Yes
No

14. To what extent is your estate liable to Inheritence Tax?
Not applicable
None liable
Partially liable
Fully liable

15. Are there sufficent funds in place to purchase business from deceased or critically ill partners?
Not applicable
Yes
No

16. Expecting to receive an inheritence?
Not applicable
Yes
No

17. Are you the benificary of a Trust?
Not applicable
Yes
No

18. Sure you've got the best Motor/Home Insurance
Not applicable
Yes
No

19. Used your maximum pension contribution allowance?
Not applicable
Yes
No

20. More in bank/building society than for short-term needs?
Not applicable
Yes
No

21. Are you getting the best returns on your savings?
Not applicable
Yes
No

22. Will you be able to afford school/college fees?
Not applicable
Yes
No

23. Funding in place to cover Long Term Care?
Not applicable
Yes
No

24. Are pension/investment risk levels appropriate?
Not applicable
Yes
No

25. Satisfied with performance of pensions/investments?
Not applicable
Yes
No

26. Sure you've got the best Professional Indeminity Cover?
Not applicable
Yes
No

27. Do you have an up to date safety statement?
Not applicable
Yes
No

28. Are you getting the most out of your website?
Not applicable
Yes
No

29. Are all your taxation affairs currently up to date?
Not applicable
Yes
No

30. Are you thinking about incorporating your business to a company?
Not applicable
Yes
No

31. Are all your Companies Office Returns up to date?
Not applicable
Yes
No

32. Are you getting referrals form your website?
Not applicable
Yes
No