Financial Health Check
Take our financial health check to help determine if you are fit and healthy, could use a little help in some areas, or really need to work out an action plan!
Name
*
First Name
Last Name
Email - we aren't going to spam you, but we would like to check in (not required)
example@example.com
Phone Number - Again, to follow up (not required)
Budgeting & Cashflow
Have you done a comprehensive budget before?
*
Yes
No
Unsure/Sort of, but not really
Is your cashflow position currently positive – ie you are saving money every week/fortnight/month?
*
Yes
No - I'm spending more than I earn
Unsure
Building Wealth
Are you satisfied your current investments can weather the markets ups and downs?
*
Yes
No/I don't know
I have no current investments, but I'd be interested in learning more
Did you know that by diversifying – or spreading your money across a range of investments – you can reduce your investment risk?
*
Yes
No, I didn't know that
Unsure/I don't know what that means
Insurance
If you were unable to work for three months or longer, because of an accident or illness, could you meet your expenses without a regular income?
*
Yes
No
Unsure
Do you have adequate insurance in place to protect your assets and provide for your family in the event of death, major disability or illness?
*
Yes
No
Unsure
Superannuation
Do you know what your super is invested in?
*
Yes
No
Unsure/ I didn't know super was invested
Have you got a strategy in place to maximise your super account?
*
Yes
No - never looked into it
Unsure/Didn't know I had options
Planning Ahead
Do you know what you need to have (in assets/net worth) to be financially independent?
*
Yes
No
Unsure/Never thought about it
Have you set up your finances so they save you money, minimise your tax and maximise opportunities to grow your wealth?
*
Yes
No
Unsure
Get your result
Should be Empty: