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Financial Health Check
Name*
Mobile*
Email*
Date of Birth*
Occupation*
Occupation (Spouse)
SUPERANNUATION
Yes
No
N/A
I know where ALL my superannuation is and how much I have in total.
Yes
No
N/A
I take advantage of the government's tax incentives to contribute to super.
Yes
No
N/A
I know that I will have enough money to support the retirement lifestyle I would like.
Yes
No
N/A
INVESTMENTS
Yes
No
N/A
I know where all my investments are and how much they're currently worth.
Yes
No
N/A
I understand the fundamental principles of investing, such as investment risk.
Yes
No
N/A
I know which types of investment provide the best returns suitable to my risk tolerance/comfort level.
Yes
No
N/A
CASH FLOW
Yes
No
N/A
I earn more than I spend.
Yes
No
N/A
I have credit cards and I pay off the outstanding amount each month.
Yes
No
N/A
INSURANCE
Yes
No
N/A
I know exactly what insurance cover my partner and I have.
Yes
No
N/A
If I become disabled or seriously ill tomorrow, I could still pay my mortgage and service my debts.
Yes
No
N/A
I have enough insurance to cover my family's needs should something happen to me.
Yes
No
N/A
SUCCESSION PLANNING
Yes
No
N/A
I have an up-to-date will and have nominated an executor.
Yes
No
N/A
I have organised an enduring power of attorney.
Yes
No
N/A
I am aware of the taxation implications of my current estate plan.
Yes
No
N/A
I have a testamentary trust.
Yes
No
N/A
I would like a review in the following areas:
Superannuation
Investments
Cash Flow
Insurance
Succession Planning
Submit
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