The Money Instincts Scorecard™ (S3)

ARE YOUR MONEY INSTINCTS FIT FOR SURVIVAL?

Take the scorecard to find out how strong your money instincts are & how ready you are for the financial jungle of life.

Take me to the test now!

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TAKE THE SCORECARD & FIND OUT...

Having sharp, well-tuned financial instincts are imperative for setting yourself up for a long life that is devoid of financial stress. Your generation is going to live longer on average than the one that came before it. Therefore, being financially capable of retiring at the same age as you would have anyways, BUT living an extra 10-25% more than what you maybe thought you would is a very real thing that you must plan for. It's a great problem - but don't be naive... it is a problem if you run out of money on the way.

Your money, will need to take you further than you probably realise. Don't be foolish, be prepared, hone your instincts.

This is a completely free assessment tool
Scorecard takes just 2-3 minutes to complete
This scorecard will show you the height of your money instincts
You can use this profile to rapidly improve your financial perspective

Take the Scorecard

HOW IT WORKS
Highlighting your money instincts

The Money Instincts Scorecard™ is geared around the four animal archetypes and the traits that go with which highlight your awareness around money...

YOUR LION

EARNING YOUR MONEY

Looking at how you generate your income or income streams as well as analysing the attitudes and mindset you have towards earning money.

YOUR SQUIRREL

SAVING & INVESTING YOUR MONEY

Reviewing what you do with the funds you have which aren't allocated to living expenses, taxes or general spending, and how they're bolstering your wealth.

YOUR TORTOISE

PROTECTING WHAT YOU HAVE

Taking a look at how you're protecting yourself and your family from unnecessary and unpleasant financial liabilities.

YOUR EAGLE

KNOWING WHERE YOU'RE HEADED

Zooming out to see the big picture of what you expect your wealth will ultimately add up to, aiming for a stress-free retirement.

COMPLETE THE SCORECARD - IT'S FREE

Not having clarity around your financial trajectory - what you earn, how you earn, where you invest and ways to protect your money is like driving a car without watching the road - it's bound to end badly sooner or later.

We created the Wealth Clarity Scorecard to rapidly get both of your eyes on the road and your hands firmly grasping the wheel.

MARTIN RASHDI, MANAGING PARTNER

Clearwater Wealth Management is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. The term 'Partner' is a marketing term used to describe Clearwater Wealth Management representatives.