Smart Money Profile & Retirement Readiness

Answer a few research-backed questions (5–7 minutes) to see how ready you are for retirement, kids’ education & emergencies — and what monthly investing can fix the gaps. No product pushing. No mis-selling.

💡 Based on global financial planning research
📊 Targets: 60–80% income replacement, 3–6 months emergency fund
🔒 Data used only for your personalised Fiease plan
⚖️ Research in Action Life-cycle investing · Behavioural finance
We combine standard rules of thumb used by planners worldwide (income replacement, rule-of-25, savings rate, insurance multiples) with your data to generate a meaningful “readiness score”.
🧮 What you’ll get
  • Financial readiness score (0–10)
  • Retirement & pension shortfall (if any)
  • Insurance & emergency fund gaps
  • Suggested monthly investments by goal
Use this as a starting point; final action plan comes in a 1:1 Fiease session.

Step-by-step Money Profiler

Don’t worry about “right answers” — just be honest and approximate. The engine will crunch the numbers for you.

5–7 min · 5 steps
Step 1 of 5 · Personal & Family 0%
1 Personal & Family
2 Income & Lifestyle
3 Retirement & Goals
4 Assets, Loans & Safety Net
5 Behaviour & Contact
Used to set time horizons & risk capacity.
Rough number is okay.
Private employees typically don’t have this, so pension planning is critical.
We’ll inflation-adjust this to your retirement year.
We’ll treat these as additional wealth-building goals.
We’ll compare this to your monthly expenses.
Rule of thumb: 10–15× annual income.
Please fill the required fields in this step before continuing.