How healthy are your finances? Download this checklist to find out

South Africans are battling inflation, high interest rates and a lot of debt - you know the drill! While balancing your budget and putting a financial plan in place might seem impossible, don’t despair! There is a lot you can do to manage your money and realise your financial goals and dreams. But where to start? Right here! We’ve put together a financial health checklist that you can use to get your finances in order and start managing your finances like a pro.

Download and save the checklist and start tackling the questions. You can print it out or edit the pdf. Answer each question with a “yes” or “no”. The ideal answer is a “yes”, but don’t be too hard on yourself if you answer “no” to a lot of questions. The idea is to work through the items on the checklist and start working towards more “yeses”. Take each “no” as a challenge to start building better money habits!

How to download and save!

1. You will need to have Adobe Acrobat Reader installed on your computer. If you do not have Adobe, please click here to download and install it. (Make sure to untick the box to Install McAfee Security Scan Plus).
2. Download and save the document.
3. To open and edit your PDF, right click on it and select to open it in Adobe.
4. Once you have filled in the document, you will be able to save it on your computer by clicking on the save icon in the top right.