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Financial Wellness
Check

Wellness.
Your most important asset.

Regular health checks can identify any early signs of health issues. Our wealth assessment is a comprehensive check to determine your current state of wealth and to identify any risk factors.

Simply fill in the Wellness form below and we’ll be in touch to discuss your results and your ongoing wealth management plan.

No idea
Not sure
Fairly confident
I'm confident
I'm certain
1.
I have clearly defined goals and I regularly monitor my progress
2.
I have a financial plan and am on track to achieve my goals
3.
I am confident that my investments will help me achieve my short, medium and long-term goals
4.
I am taking advantage of all the tax efficiencies available to me
5.
I understand all of my personal risk insurance policies and they are up to date
6.
I am on top of my personal cash flow and know that my surplus income is being put to good use
7.
I have a will that is current. I have powers of attorney and guardianship
8.
I have properly structured debt that is appropriately secured and tax efficient
9.
I am confident that my superannuation is going to provide for my retirement
10.
I am confident that if forced to stop work through illness or injury I could maintain my current lifestyle

Want to chat through your results and any worries? Tell us about yourself, and we’ll be in touch.