Financial Health Check

Create the life you want

Quick Financial Health Check

Take 5 minutes and find out how financially prepared you are for the future.

1.	I have a cashflow summary for my income and expenses	Yes or No
2.	I have an investment plan to provide for my children’s education and my long term financial goals	Yes or No
3.	I have a diversified range of investments both inside and outside superannuation	Yes or No
4.	I have adequate insurance to provide for my family & I if something happens to me or my partner	Yes or No
5.	I am managing my tax effectively	Yes or No
6.	I know how much I need for a comfortable retirement and have a plan to achieve this	Yes or No
7.	I have structured my home loan to pay it off faster	Yes or No
8.	I have an up-to-date will and enduring power of attorney	Yes or No
9.	I am making the most of any government benefits that I am entitled to	Yes or No
10.	I have a financial plan and I am on track to achieve my goals	Yes or No

Did you answer no to any of the above questions? If so, please call our team today on 02 9972 2633. We can support you by developing a plan of action to secure your financial future.

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In total, almost 30% of Australians currently use the services of a financial planner. This increases with age from just 10% of those aged 16 to 24 years, 27% of those aged 25 to 34, 32% of those aged 35 to 49 and 37% of those aged 50 plus years.

Source: Galaxy Research prepared for the FPA, May 2008