With the start of another financial year it is a good time to check how you are going with your personal finances. This year we have a free online financial health check available by clicking this link: 5-minute-health-check or from the menu on the right of all our pages.
The health check allows you to self-assess in the area of your:
- Income plan
- Investment plan’
- Debt plan
- Risk plan
- Retirement plan
- Estate plan
After submitting you will be emailed a free report.
If you would then like to discuss the results with us to get some advice on closing any gaps identified then please proceed to step 2 on the “Where do I start” page of the “Wealth” section of our website by completing the About-you-questionnaire.
Soon after getting the second questionnaire we’ll contact you to arrange an appointment with our Partner – Wealth Consulting, for a flat fee of $330 (incl GST).
Some like to do this before or after their tax meeting, while other prefer to have more time to discuss and choose a separate date.
Our Partner – Wealth Consulting, Michael Rees-Evans CFP®, can be reached on our office number at top right of this page, or by email at firstname.lastname@example.org.