Thanks for completing the quiz.

Here’s what we found.

Your Result:

Strategic Mover

 You’ve Built a Foundation. Now It’s About Precision

 You’ve made thoughtful progress.


Your responses suggest that you’ve taken ownership of key financial decisions, and you’ve likely built some momentum outside the chair.

But the most successful transitions don’t just come from action , they come from alignment.

This is where subtle gaps still matter:

  • Are your investments truly aligned with the outcomes you care most about?

  • Do you have a system to assess what’s working and what’s not worth continuing?

  • Are you building with a defined endgame in mind, or just reacting effectively?

  • Have you started planning for who you’ll be when dentistry is no longer central to your life?

This is a common and tricky middle ground.

You’ve made progress, but you might still be wondering if it’s leading exactly where you want to go.

This is the stage where strategy sharpens.


You’ve moved beyond guessing. Now it’s about fine-tuning.


You might be juggling complexity, wondering if your capital is truly optimised, or questioning whether your exit strategy is locked in.

What That Means:

 The opportunity now is refinement. At this stage, the right questions are worth more than quick answers.

You’ve made meaningful progress, this quiz confirms that.


But progress alone doesn’t equal freedom. Most dentists plateau here not because they lack skill, but because decisions become more nuanced and the stakes higher.

This is the stage where strategy sharpens. The basics are handled, now it’s about making sure every piece is working toward the outcomes you care about most.

You’re beyond the stage of guessing, but you may still be juggling complexity, inconsistent deal flow, or uncertainty about your endgame.

What matters now is precision. The video below walks through how to refine your strategy from good to great.

Watch My Most

Popular Videos

No blogs found

Check Out My Most

Popular Resources

Subscribe to The

Wealth Game Plan

Join the movement to change the way we talk about money.

Written by a Chartered Accountant with 25+ years of experience. No fluff. No guilt. Just what works

Every week I share, my notes from the field, and ideas that will help you break free, build a real plan, and start creating a future you actually want.

Unable to find form

*In submitting this form, you'll get my weekly newsletter with real-world tools, insights, and stories to help you take control of your money and start building wealth. From time to time, I may share updates about my live trainings or programs. No fluff. If you don't like it, you can unsubscribe anytime.