Financial Health Check

Just like visiting a doctor or health professional is a good way to begin any physical fitness program, a Financial Health Check with a Financial Adviser is an optimal way to kick-start your journey to financial wellness.

If you are unsure of what services you need or just don’t know where to start, a Financial Health Check will help assess and understand your current financial position. We will partner with you to understand your personal financial goals, provide insights and practical tips which could help improve your overall financial wellbeing.

And the good news is, it’s easy to get started. Simply open, download and complete the Financial Health Check form. Once completed, just email the form back to us by pressing the “submit” button at the end. There is no need to print and scan.

Once we receive your completed form one of our local Financial Advisers will be in touch to organise a time to present the findings in a personalised report which can form the basis of your tailored financial plan.

If you need any assistance in completing your Financial Health Check, or if you have any questions please contact us on 1300 342 923.

We can help. Call us today on 1300 342 923

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General advice warning
This information may be regarded as general advice. That is, your personal objectives, needs or financial situations were not taken into account when preparing this information. Accordingly, you should consider the appropriateness of any general advice we have given you, having regard to your own objectives, financial situation and needs before acting on it. Where the information relates to a particular financial product, you should obtain and consider the relevant product disclosure statement before making any decision to purchase that financial product.

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