Money Wheel

How bumpy is your financial ride?

WHAT IS IT?: The Money Wheel contains eight sections that describe your financial life. It measures your level of satisfaction in each area.

WHAT DO I DO?: Score yourself between 1 and 10 in each area and draw in each score in each section of the wheel.

WHY DO IT?: If you don’t know where you are it’s impossible for you to plan your journey to where you want to get to. Knowing your current money behaviours is the first step to improving them.

IS IT FREE?: Yes!

IS IT COMPLEX?: No. It Will only take a few minutes

WHAT IS THE BENEFIT?: You will be able to see the areas that could be improved to make a more rounded wheel? By acknowledging your current financial landscape you’ll be much better placed to make better financial decisions.

Download the wheel for free today and find out how bumpy your financial ride is!!

We’ll pop the kettle on

Milk? Sugar?
What does a happy life look like to you?
We start with the most important questions. To arrange a free, informal conversation about how we can help you plan for the lifestyle you want, get in contact with our team.

    Would you benefit from some free advice? Do you want to see if financial planning is for you before you commit to it? We’re offering all new clients a 15-minute initial consultation at our expense.

    Book your meeting

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    Registered Office: 4 Dollar Street | Cirencester | GL7 2AJ

    If you wish to register a complaint please write to us at hello@proposito.co.uk or telephone 01285 708444.  A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4567.

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    Cirencester,
    Gloucestershire,
    GL7 2AJ
    01285 708444 hello@proposito.co.uk
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