Financial Health Check
Complete our Financial Health Check to determine if you are happy & healthy in regard to your finances, could use some help, or are in desperate need to take corrective action...
Email - We promise we won't spam you, but we would like to check in...
Phone Number - Again, to follow up
Please enter a valid phone number.
Overall Financial Happiness
Overall, how HAPPY are you with your current financial position?
Very unhappy - Help me!!!
1 is Very unhappy - Help me!!!, 10 is Delighted
Do you have a specific goal you are seeking financial advice for?
Buy a new house
Buy an investment property
Increase my super
Protect my family
Protect my income
Reduce my tax
Review my investment
Simplify my super
Start a savings plan
Budgeting & Cashflow
Have you completed a comprehensive budget before?
What's a budget?
Is your cashflow position currently positive - ie Are you saving money / have left over money every week/fortnight/month?
No - I'm spending more than I earn
Do you currently have any investments (aside from cash savings)?
No - but I'd like to learn more about this
What is "cash savings"?
If you selected 'YES' above - are you satisfied your current investments can weather the markets ups and downs?
No / I don't know
Did you know that by diversifying - spreading your investments across a range of assets - you can reduce your overall risk of investing?
No, I didn't know that
Unsure / I don't know what that means
If you were unable to work for three months or longer because of injury or illness, could you continue to pay your regular expenses?
Do you have adequate insurance in place to protect your assets and provide for your family in the even of your premature death, major disability or illness?
Superannuation / Retirement Planning
Do you know the investment or asset mix that makes up your Superannuation portfolio?
Unsure / I didn't know superannuation was invested
Have you looked into ensuring your superannuation is maximised and that you are on track for a comfortable retirement?
No - never looked into it
Unsure / I didn't realise I had options
Do you know what you need to have (in assets / net worth) to be financially independent - relative your goals?
Unsure / Never thought about it
Have you set yourself financial, personal or lifestyle goals?
No / Nothing realistic
Sort of - but don't know how to get there
Should be Empty:
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