Four Minute Financial Health Check

Proventus Planners Four Minute Financial Health Check
Personal Information: Please provide your contact details so that we can provide financial health scores and comments.
First & Last Name*
Phone Number*
E-mail*
Income & Expenses
Are you spending more than earn?*

NoYesNot sure

Do you pay your credit card debt in full each month? *

	1	2	3	4	5

1 is Never, 5 is Always/Don't have

On a scale of 1 to 5, how comfortably are managing your mortgage payment? *

	1	2	3	4	5

1 is Struggling, 5 is Comfortably/Don't have

If you had an unexpected $10,000 expense would you be able to fund it?*

	1	2	3	4	5

1 is Struggle, 5 is Easily

Do you understand the difference between personal debt and investment debt?*

YesNo
Saving, Superannuation & Retirement
Do you have more than one super fund?*

YesNoNot sure

Do you understand compound interest, asset classes, the risk return nexus and diversification?*

	1	2	3	4	5

1 is No idea, 5 is Full bottle

Is your super on track to provide you with adequate income in retirement?*

	1	2	3	4	5

1 is Not sure, 5 is Cruising

Do you have home, contents, Motor vehicles insured?*

	1	2	3	4	5

1 is Uninsured, 5 is All covered

If you were unable to work for 6 months due to sickness or injury would run out of money?*

	1	2	3	4	5

1 is Big trouble, 5 is No trouble

Would your dependents be left in a sound financial position if you died unexpectedly?*

YesNoNot Sure
Estate Planning
Do you have up to date wills and enduring powers of attorney?*

YesNoNot sure
Have you nominated a death beneficiary for your superannuation?*

YesNoNot sure
Do you keep all of your important financial paperwork in one place?*

YesNo
Income, Expenses Score
Managing Debt Score
Saving, Superannuation & Retirement
Lifestyle Protection Score
Estate Planning
I would like more information about

Income Protection and Life InsuranceSuperannuation and investmentAccountingBorrowing and debt managementManaging cash flow, Salary packagingEstate Planning
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Proventus Planners Four Minute Financial Health Check