Ready for the unplanned?
Find out your financial well-being score by using our IG Living Plan Snapshot tool.
Our holistic approach to financial planning is comprehensive and goes beyond traditional investment advice to consider all aspects of your financial life. We are committed to providing the right information and advice you need to feel confident about your family’s future.
From planned to unplanned, the IG Living Plan Snapshot gives you a financial well-being score that shows how prepared you are. You’ll answer a series of questions based on five dimensions of financial well-being and then receive a result out of 100 and recommendations on how best to meet your goals. These insights will help you create a comprehensive financial plan that evolves and adapts with your life.
Connect with an IG advisor to uncover your personal financial goals, and how you can achieve them.