Return on Life
Our measure of success for you does not only include positive returns on your money, investments, and superannuation.
We believe the ultimate use of your money is to get the best life possible with the money you have and accumulate over time. We use our Return on Life (ROL) index to assess if we are making progress. This index asks about aspects of your life that are impacted by money.
The ROL Index—which is broken down into 3 broad categories, Well-Being, Progress, and Freedom allows you to highlight areas in your life that you would like to see improvement in.
We believe if you are using your money in a manner that improves your well-being, as well as your sense of progress and freedom, then we know you are getting the best life for your money.
The ROL Index is one way we measure success and progress in your life.
The ROL Index asks you to assess 10 aspects of your life that relate to whether or not you are making progress. We identify areas where you can use your money more effectively to make things better. And, importantly, celebrate the areas where you’ve made progress.
Feel free to take the free assessment here (takes around 5 minutes)