Would You Succeed as a Total Wealth Planner?
Answer 36 strategic questions about how you think, plan, and guide others — and discover whether you have what it takes to operate at the next level of planning.
How it works
Answer 36 focused questions to reveal your Total Wealth Planner Readiness Score.
This assessment has been designed to provide a clear readiness score based on your responses.
In under four minutes, you’ll receive personalised insights highlighting your current strengths and where to focus next.
There are no gimmicks or complex calculations — just a structured set of targeted questions to help you evaluate whether the Total Wealth Planner pathway is right for you.
You’ll be scored based on the following 8 key areas:
Purpose
Clarity of mission, direction, and values.
Purpose-driven firms make stronger decisions, attract aligned clients, and sustain long-term momentum.
POTENTIAL
Awareness of strengths, limitations, and opportunities.
Strategic self-assessment enables better positioning, innovation, and growth.
People
Ability to build, manage, and sustain meaningful stakeholder relationships.
Trust-centred networks are the foundation of enduring professional success.
Practicalities
Operational competence within your chosen field.
Understanding systems, logistics, and execution realities determines whether plans translate into outcomes.
Planet
Commitment to responsible and sustainable practice.
Modern professionals are evaluated not only on results, but on impact.
Process
Structured thinking and decision architecture.
High-level planners operate through frameworks, not guesswork.
Profit
Capacity to generate sustainable revenue and create long-term enterprise value.
Profitability signals viability, resilience, and strategic discipline.
POSITIONING
How effectively you communicate your value and differentiate your offering.
Clear positioning attracts the right clients and strengthens competitive advantage.
Don’t just take our word for it, see what others have to say
“The focus is on life beyond just the numbers. I found this insight and approach extremely valuable when developing a more holistic framework for building wealth.”
George Agan
Chartered Financial Planner
“This helps advisers show clients how they can plan for their desired lifestyle using all available resources — not just money.”
Gary Arthurs
Founder, Life Well Planned
Free. Takes under four minutes.
Uncover your professional strengths and development opportunities.
Expand Your Professional Horizon. Discover Your True Planning Potential.
