Financial Health Check 

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1. Please provide the following so we can get in contact with you.

The Goal Posts

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2. Have you set yourself any financial goals?

Cash (flow) is King

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3. Roughly, do you know what your money is spent on each month? 

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4. Do you save money each month?

Debt Management

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5. If you have a home loan, do you know when your loan will be paid out? 

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6. If you increase your repayments by $400 per month, do you know how much sooner it will be paid out? 

Investment and Retirement Planning

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7. Would you like to retire while you are still in good health?

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8. Do you know how much income you will need in retirement? 

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9. Do you know how much capital you will need to fund that retirement income? 

Plan for the unexpected

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10. Do you know how much life or income protection insurance you have and how that was calculated?

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11. If you were unable to work for 12 months, would you still be able to pay your bills? 

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12. Do you have a will and enduring power of attorney in place?

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13. Are there any specific areas in respect to your finances you would like addressed?

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