10 Minute Financial Health Check

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Financial Health Check

Every now and then it is important to reflect upon your finances to see if you can make improvements to save you money or reduce your risk. Before you start, make sure you have all your financial information gathered. If you don't know the answer, your best guess will be great.

25Questions

1
Name* This field is required.
First Name
Last Name
2
E-mail* This field is required.
3
Phone Number* This field is required.
4
Date of Birth* This field is required.
Month
Day
Year
5
Marital Status* This field is required.
Please Select
Please Select
Single
Married
Divorced
Legally separated
Widowed
Defacto
6
Do you have children? If yes, what are their ages?* This field is required.
Huge
Large
Normal
Small
Ok
Ok
7
How happy are you with your current financial situation?* This field is required.
Row 0, Column 0Row 0, Column 1Row 0, Column 2Row 0, Column 3Row 0, Column 4
Row 0, Column 0Row 0, Column 1Row 0, Column 2Row 0, Column 3Row 0, Column 4
8
Do you have a structured, written, long term financial plan?* This field is required.
YESNO
9
How many superannuation funds do you have?* This field is required.
10
Do you have a will?* This field is required.
YESNO
11
What date was you will last updated?* This field is required.If you don't know the exact date an estimate is great
Date
Year
Month
Day
12
Have any major life events occurred since your will was last updated?* This field is required.
YESNO
13
Do you have a life insurance?* This field is required.
YESNO
14
Where is the life insurance policy held?* This field is required.
Inside superannuation
Outside superannuation
Not sure
15
How much is your life insurance policy for?* This field is required.
16
Do you have income protection insurance* This field is required.
YESNO
17
Do you have Total and Permanent Disablement (TPD) Insurance?* This field is required.
YESNO
18
Do you own a property?* This field is required.
YESNO
19
Are you interested in buying a property in the next 24 months?* This field is required.
YESNO
20
What is approximate value of the property?* This field is required.
21
Do you have a loan for the property?* This field is required.
YESNO
22
How much is the loan for?* This field is required.
23
What is the interest rate on the loan?* This field is required.
24
Is there anything else about your financial situation you would like to raise that you may need assistance or guidance with?* This field is required.
Huge
Large
Normal
Small
Ok
Ok
25
If we identify opportunities for your to improve your financial situation, are you happy for us to introduce you to like-minded professionals who may be able to assist?* This field is required.
YESNO
Should be Empty:

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