Financial Health Check

Are you confident that you have or will have enough assets to provide your desired income in Retirement


Are you saving money on a regular basis?


Have your Reviewed your Mortgage in the past 2 years


Do you have multiple super funds?


Do you know what fees you are paying in your Superannuation


Do you have access to quick funds in the case of an emergency


Would your family have enough funds available to maintain your current lifestyle if you or your partner dies?


Could you maintain your lifestyle if you were unable to work due to injury or illness for a month or longer?