Financial Health Check

  • 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...
  • Format: 0000 000 000.

  • Overall Financial Happiness

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  • Do you have a specific goal you are seeking financial advice for?*

  • Budgeting & Cashflow

  • Have you completed a comprehensive budget before?*
  • Is your cashflow position currently positive - ie Are you saving money / have left over money every week/fortnight/month?*

  • Building Wealth

  • Do you currently have any investments (aside from cash savings)?*
  • If you selected 'YES' above - are you satisfied your current investments can weather the markets ups and downs?
  • Did you know that by diversifying - spreading your investments across a range of assets - you can reduce your overall risk of investing?*

  • Wealth Protection

  • 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?*
  • Have you looked into ensuring your superannuation is maximised and that you are on track for a comfortable retirement?*

  • Planning Ahead

  • Do you know what you need to have (in assets / net worth) to be financially independent - relative your goals?*
  • Have you set yourself financial, personal or lifestyle goals?*
  • Should be Empty: