Financial Health Check Tool | HSBC Amanah Advance

Answer some quick questions on your financial situation – only 6 questions about you and 6 about your finances

Financial Health Check Tool

About you

Your age

How old are you?

18-30

31-45

46-65

> 65

Marital status

Are you?

Single

Married

Widowed

Divorced/Separated

Children

Do you have any children?

Yes

If yes, are they financially dependent on you?

Yes

Income

What is your household income?

< $25,000

$25,000-$50,000

$50,000-$100,000

$100,000-$200,000

> $200,000

Home

Do you own your own home?

Yes

If yes, do you have a home financing facility?

Yes

Employment

Are you currently…

A student

Unemployed

Part time employment

Full time employment

Retired

Self-employed

Company director

Your money

Liabilities

Do you have any outstanding debt, such as credit cards or liabilities?

Yes

If yes, are you concerned about your level of financial obligations?

Yes

Savings

How much do you have in savings accounts?

< $10,000

$10,000-$50,000

$50,000-$100,000

> $100,000

Investments

Do you have any money invested outside of savings accounts (e.g. stocks & shares, funds, fixed term investments, sukuks etc.)?

Yes

If yes, are you happy with their performance?

Yes

If no, would you consider investing?

Yes

Retirement Planning

Are you currently paying into a pension?

Yes

Are you concerned about maintaining your lifestyle in retirement?

Yes

Family Protection

Will your loved ones be catered for when you’re no longer around?

Yes

Takaful

Do you have takaful policies for any of the following…

Sickness

Yes

Accident

Yes

Life

Yes

Unemployment

Yes