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? *

No Yes Not sure

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

	1	2	3	4	5

1 is Never, 5 is Always

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

If you had an unexpected $5,000 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? *

Yes No
Saving, Superannuation & Retirement
Do you have more than one super fund? *

Yes No Not 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? *

Yes No Not Sure
Estate Planning
Do you have up to date wills and enduring powers of attorney? *

Yes No Not sure
Have you nominated a death beneficiary for your superannuation? *

Yes No Not sure
Do you keep all of your important financial paperwork in one place? *

Yes No
Income, Expenses Score
Managing Debt Score
Saving, Superannuation & Retirement
Lifestyle Protection Score
Estate Planning
I would like more information about

Income Protection and Life Insurance Superannuation and investment Accounting Borrowing and debt management Managing cash flow, Salary packaging Estate Planning
Should be Empty:

Proventus Planners Four Minute Financial Health Check