Be honest with yourself and check if you are satisfied with all below elements in your life:

  1. No credit card or other debt
  2. Comfortable mortgage payment
  3. Simple budgeting tool
  4. Emergency fund
  5. Tax efficient savings in cash ISA
  6. Tax efficient investments in stocks & shares ISA
  7. Tax efficient pension
  8. Knowledge about precious metals
  9. Knowledge about bitcoin
  10. Side hussle
  11. Inusrances (life, home, car ect)
  12. Will
  13. Power of attorney

If you tick all those boxes great! Congratulations.

But if you don’t feel free to reach out to me to improve your knowledge and financial health.