Free Online Health Check

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

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