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HEALTH CHECK
Our values based lifestyle financial planning approach is not built on numbers – it considers lifestyle. Take a moment to complete the:
Use this 60 second financial health check to see if you need a more thorough examination of your finances
Yes
No
Please answer the following
1
Do you know your financial goals? (Harvard Business School reports 70% of people don't have any goals at all!)
2
Do you have a current financial plan to achieve your goals?
3
Are you benefiting from superannuation strategies like salary sacrifice, spouse contribution and undeducted contribution strategies?
4
Do you know how much capital you're likely to need to sustain your lifestyle in the future?
5
Do you have a plan for generating regular tax-effective income now and tomorrow ?
6
Do you know how to minimise your tax bill once you are retired?
7
Do you have an up-to-date will, powerof attorney and estate plan?
8
Are you aware of all government benefits you may be entitled to?
If you answered NO to any questions then take advantage of our free financial assessment
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