Please complete our quick financial health check to get a general overview of your financial position.

About You

Age group Over 65
55-64
40-54
18-39
Under 18
Employment status Employee
Self-employed
Retired
Other

Note: If you are a member of a couple, please answer the remaining questions for both of you.


Income & Cashflow

Your annual household income? Less than $50,000
$50,000 - $100,000
More than $100,000
Do you know where you spend your money? Yes
No
Do you regularly put money aside?
e.g. extra off the home loan, a savings plan, extra into super, etc.
Yes
No
Sometimes
Do you know what Centrelink entitlements or Government assistance is available? Yes
No
Unsure
Do you use strategies to reduce your tax liabilities?
e.g. salary sacrifice, salary packaging, gearing, etc.
Yes
No
Unsure

Mortgages & Debts

Are your debts or liabilities under control? Yes (I pay more than I need to and are on track to pay them off)
Yes (Although I only pay the minimum amount)
No (I am struggling to pay them off)
NA (I have no debts)

Risk Insurance

Is there anyone who relies on you financially?
e.g. Spouse, children, elderly parent
Yes
No
Do you know what life risk insurance cover you have?
e.g. in your own name or through superannuation
Yes
No
If you became disabled or seriously ill, would you still be able to pay all your bills and service any debts? Yes (for up to 3 months)
Yes (I have long term solutions)
No
Unsure
Do you have enough assets or insurance to cover your family’s needs if you passed away? Yes
No
Unsure
Do you understand what types of life risk insurance cover are available? Yes
No
Unsure

Estate Planning

Do you have a current Will? Yes
No
Unsure
Do you have enduring powers of attorney?
e.g. someone that is legally able to make decisions on your behalf if you are unable to do so.
Yes
No
Unsure
Do you have issues or complications that could affect your estate planning?
e.g. separate entities, multiple relationships, family with special needs or problems, etc.
Yes
No
Unsure

Superannuation

Do you have more than one super fund or account? Yes (but I don’t know how to combine them)
Yes (but for a specific reason)
No (I only have the one super account)
Unsure (I don’t know if I have more than one super account)
NA (I don’t have any super)
Do you know how much superannuation you have? Yes
No

Planning & Retirement

Are you thinking about a major life change in the coming years?
e.g. retirement, marriage, change of career or job, going into business, etc.
Yes
No
Maybe
Do you have specific goals that you are working towards? Yes
No
Have you thought about how you will manage financially when you retire? Yes (I will be fine)
No (I haven’t made any plans yet)
Unsure (I have made some plans but do not know what kind of lifestyle I will have)
Are you building wealth through investments other than your superannuation and your home?
e.g. shares, managed funds or an investment property, farm or business.
Yes
No
Are you losing sleep at night over some part of your financial affairs? Yes (I am worried about my financial position or future)
Yes (I am worried about certain aspects of my financial position or future)
No (I am comfortable with my financial position)

To get the results of your Financial Health Check please provide the following details:
* the following fields are compulsory

First Name *
Last Name *
Phone Number *
Email Address *
(or provide full postal address)
Postal Address
City/Town
Postcode