Take a ride on our Lifestyle Wheel!

The ScoreMy Lifestyle Wheel transforms financial conversations from money to meaning. It gives you a powerful visual tool to uncover what truly matters to your clients, deepen engagement, and create client-led plans that set your advice apart.

Simply score your confidence from 1 to 10, where 1 means you're “Feeling a Bit Unsure" and 10 means “Completely Confident!”

*You are taking this scorecard anonymously. You will have the option at the end to submit your scorecard results to Foundation Stone Financial Planning Limited