Use this 60 second financial health check to see if you need a more thorough examination of your financial situation.

1. Do you have any financial goals?

2. Do you have a current financial plan to achieve these goals?

3. Do you know how much money you’re likely to need to sustain your lifestyle when you stop working?

4. Do you understand and value the considerable benefits of superannuation?

5. Do you have a plan for generating regular tax-effective income?

6. Do you have a plan to pay out all your debts?

7. Do you have an up-to-date will and estate plan?

8. Do you have a plan to replace your income if you can no longer work because of an accident, illness or disablement?

9. If something happens to you, are you absolutely sure your loved ones will be financially secure?

If you answered NO to any of these questions then take advantage of our free initial consultation (please note this puts you under no obligation to proceed any further). To find out about our services and how we can assist you, please click here.