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WELCOME TO AANSTREET FINANCE

Aanstreet Finance is a world – class Financial and Tax Advisory Group with a dedicated team of finance and investment professional.

We address the critical questions of WHAT, WHY and HOW of situations in your business and in your life. We are very much interested in what you have to say, get in touch.

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Aanstreet Financial Wellness Assessment Survey (AFWAS)

Wellness is an active, lifelong process of becoming aware of choices and decisions towards a more balanced and fulfilling life. Wellness involves financial choices about our lives and our priorities which determines our lifestyles and ability to meet our daily financial obligations.

Financial wellness means freedom from financial stress and debt, enjoying life, and being prepared for emergencies. Research shows that, beyond the implications for overall health, financial wellness can have a direct impact on our productivity, personal life, family life, and marriage life. In other words, there are a variety of stressors that affect a person’s wellbeing, including financial stressors.

Take Aanstreet Financial Wellness Assessment Test and know your score for your financial planning and turnaround. Please feel free to share your results in your assessment with our financial experts to enable them advice you through our financial planning advisory services.

Aanstreet Financial Wellness Assessment

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Scoring Key:
Yes – 4 points
Not Really – 3 points
No – 2 points
Is it important? – 1 point
NB: Please we encourage you to be honest as much as possible to enable us appreciate the outcome and prescribe solutions.
Name *
Gender *
Age *
Profession *
Education *
Marital status *
Number of Children (if any)
Email *
Phone number *
1. Do you keep organized financial records and can you find important documents easily?
*
2. Do you balance your cheque book regularly? *
3. Do you have a written plan (budget) for spending and/or saving money? *
4. Do you have at least 3 months expenses set aside in a readily accessible (liquid) account? *
5. Do you and your spouse (if applicable) have a Current Will? *
6. Do you know the amount of debt that you have? *
7. Do you have insurance to cover “big” unexpected expenses resulting in the loss of health, property or life? *
8. Do you save regularly for long-term financial goals, such as education for your children, a house or retirement? *
9. Do you have a retirement account (other than an employer sponsored pension plan-SSNIT Tier 1 & 2, Provident Fund, Voluntary -Tier 3)? *
10. Do you know how much is in your retirement account(s)? *
11. Do you increase your savings when you receive a salary increase? *
12. Do you know where and how your retirement monies are invested? *
13. Do you have money spread across more than one type of investment (stocks, bonds, mutual funds, T-Bills, Fixed Deposit etc.)? *
14. Do you know what your net worth is? *
15. Do you know how to calculate your net worth? *
16. Have you made financial mistakes within the last 3 years? *
17. Do you know that your decisions can impact your personal net worth? *
18. Do you know that a financial plan can guide you to achieve your financial goals? *
19. Do you have a financial plan? *
20. Have you ever spoken to a financial coach or advisor regarding your finances? *
Your Financial Wellness Results:  
0.00

NB: If you would like to share your financial wellness score with us for our assessment(State your Name, Age, Profession, Educational level), please WhatsApp to 0265424487 with the subject: Financial Wellness Assessment Score or email your score to info@aanstreetfinance.com or aanstreetpersonalfinance@gmail.com with the subject: Financial Wellness Score. For more information or to set up a time to visit our professionals, please call 0265424487 0r 0506397405 or send an email to the same address or Click on the CHAT button at end of the assessment.

SERVICES

Financial Wellness Diagnosis Assessment for a Better Life

Our work draws on more than 40 years of experience. Assess your financial wellness state with any of our Financial Wellness Assessment Tools below. Click to take the Assessments.

Aanstreet Finance

Aanstreet Financial Wellness Assessment Survey (AFWAS)

Click the Financial Wellness Assessment button below to start taking control of your finances
FINANCIAL WELLNESS ASSESSMENT
Aanstreet Finance

Aanstreet Financial Stress & Investment Mistakes Test (AFSIMT)

To lower your financial stress and improve productivity, click the Financial Stress Assessment button
FINANCIAL STRESS ASSESSMENT
Aanstreet Finance

Aanstreet Risk Tolerance & Investment Portfolio Diversification Assessment (ARTIPDA)

Click the button to take the assessment to improve your financial security
RISK TOLERANCE ASSESSMENT

Aanstreet Financial Wellness Assessment Survey (AFWAS)

Click the Financial Wellness Assessment button below to start taking control of your finances
FINANCIAL WELLNESS ASSESSMENT

Aanstreet Financial Stress & Investment Mistakes Test (AFSIMT)

To lower your financial stress and improve productivity, click the Financial Stress Assessment button
FINANCIAL STRESS ASSESSMENT

Aanstreet Risk Tolerance & Investment Portfolio Diversification Assessment (ARTIPDA)

Click the button to take the assessment to improve your financial security
RISK TOLERANCE ASSESSMENT

Aanstreet Financial Wellness Assessment Survey (AFWAS)

Click the Financial Wellness Assessment button below to start taking control of your finances
FINANCIAL WELLNESS ASSESSMENT

Aanstreet Financial Stress & Investment Mistakes Test (AFSIMT)

To lower your financial stress and improve productivity, click the Financial Stress Assessment button
FINANCIAL STRESS ASSESSMENT

Aanstreet Risk Tolerance & Investment Portfolio Diversification Assessment (ARTIPDA)

Click the button to take the assessment to improve your financial security
RISK TOLERANCE ASSESSMENT

Employee Financial Wellness Productivity Survey

Click the Financial Wellness Productivity Survey button below
FINANCIAL PRODUCTIVITY SURVEY
SERVING OVER 20 YEARS

Aanstreet Finance has been giving extraordinary financial advisory services and training to Top-notch companies since 2016

Excellent Track Records

From Financial Planning Training Master Class to Financial Planning Coaching Services. Captivating content From Personal Finance Today show...

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