02 9890  2709
02 9939 3525
 
Financial Health Check

To find out, simply complete this short financial health check

Question

1 point

3 points

Score
Financial markets
1. Do you feel you have a through understanding of current market conditions and they mean for you?
No
Yes
2. Would you like to find out more about financial markets and investing?
Yes

No, I have a good Understanding

Building wealth

Did you know :
3.

you can structure your debt to pay off your loans faster?
No
Yes
4. by diversifying (spreading your money across a range of investments) you can reduce your investment risk?
No
Yes
5. you can use the equity you have built up in your home to create wealth?
No
Yes
6. there are range of smart strategies that could  maximize  your after-tax returns?
No
Yes

Super

Do you :
7. have multiple super funds?
Yes
No
8. know the benefits of consolidating your super into one fund?
No
Yes
9. know what yours  super is invested in?
No
Yes
10. know you can purchase tax-effective insurance through super?
No
Yes
Protecting your family and lifestyle

11.

 Would your family be able to maintain its lifestyle and pay off debts if you were to die or suffer a serious disability?
No
Yes
12. Do you have money set aside for rainy day, or in case you or your partner is made redundant?
No
Yes
13. If you were unable to work for three months or longer because of an accident or illness, could you meet your living expenses without a regular income?
No
Yes
planning ahead
14. If you're planning to retire in the next 10 years, which statement best describes you?

I am on my way but would still like to build more wealth

 

I am looking forward to retiring, I know I'll be able to afford an enjoyable lifestyle.
15. Do you know how much you'll need to have invested to enjoy the same lifestyle in retirement as you do now?
No
Yes
Total :
*
Name
*
Number
*
Email Address


Contact Us
Got a question? Need help finding an adviser?
Submit your enquiry or call us on
02 9890 2709 today.
About Us
We believe in being transparent with fees and charges. So you can see where your money is going and know that our decisions and partnerships are driven by your needs, and not with you thinking that there are any hidden agendas.
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Our Services
  • Investment strategies: robust strategies to build your wealth over the long term.... [Read More...]
Social Media
 
Act now
Score 12-17
It should like you have a few questions you'd like answered, so it could be a great time to review your financial strategy. a financial adviser can help you make the most of your money and discuss strategies that could help you achieve a better outcome.

 

Score 18 -25
You seem to have many aspects of your financial health in good shape, but could still benefit from a comprehensive review. we can highlight new opportunities and strategies you may not have considered, to help put you in a better financial position through all market conditions.

 

Score 26+
You may well be on track to a secure financial future as you seem to have a broad understanding of financial strategies and confidence about your financial plans. If you'd like to ensure your plan will help you achieve your long-term goals, just give us a call.


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Disclaimer : c t u - Garvan Financial Planning ACN 150 310 517 ABN 68 285 738 204 is an Authorised Representative No 405013 of GWM Adviser Services Limited ABN 96 002 071 749 trading as Garvan Financial Planning, Australian Financial Services Licensee, Registered Address: 105 – 153 Miller Street North Sydney NSW 2060