Personal Financial Assessment

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Personal Financial Assessment


To start your self-assessment and motivate yourself to make better financial decisions.

Complete the following quiz!

Click A for Always,
S for Sometimes
N for Never

Personal Financial Assessment

To start your self-assessment and motivate yourself to make better financial decisions,
complete the following quiz! Click A for Always,S for Sometimes and N for Never
As a rule do you,…    A   S   N
Refrain from over drafting your account
Maintain more than ₦100,000.00 in your current account
Keep an incase of emergency fund
Plan for large expenses such as vacation trip or moving to your own house
Have at least one financial goal that you are working toward
Keep an actual budget for your net income
Comparison shop for the purchase of most items
Only pay for things that you can reasonably afford
Balance your financial accounts or frequently utilize online banking
Feel confident about your finances and having enough money
Total
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CREATING CAPITAL

The goal of investment advisory is to help investors manage their money more effectively. However, the spirit behind such advice is education, including educating investors on their investments and how they work. It’s with this purpose in mind that the Private Wealth  team at United Capital form “Creating Capital” Community groups. Creating Capital is the Online subscription-based version of United Capital’s Private Wealth services.

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