60 Second Health Check
Turning dreams into concrete plans
Do you need a financial adviser? Complete the following health check to find out:
Your Wealth
- Do you have surplus income you save regularly?
- Do you have an account set aside just for your savings?
- Have you consolidated your debts to help your money work harder?
Your Assets
- Do you know which investment has the best level of return with the right level of risk for you?
- Have you diversified effectively so you aren’t vulnerable to a down turn in an asset class like property?
- Do you know what assets perform best over the long term?
Your Tax Bill
- Are you confident you are not paying more tax than you need to?
- Do you know how to make your income and investments tax effective?
- Do you and your spouse take advantage of joint benefits available through super?
- Do you know where you are headed financially?
- Do you have a current plan so you can build wealth effectively?
If you answered no to any of these questions, take advantage of our free financial assessment by phoning us on 08 8980 9300.
