Free Financial Health Check

First Name
Last Name
Address
City
Postcode
Country
Phone
Email
Your Family
Children
- 1
- 2
- 3
- 4
- 5+
Children Ages
- 0-7
- 8-14
- 15-21
- 22-28
Gender
- Male
- Female
Dependancies
- High Education
- Disablity
- Other
Relationship
- Married
- Partner
- Single
Assets and Liabilities
Cash
Personal Effects
Real Estate
Motor Vehicles
Other
Credit Cards
Credit Card Balance
Mortgage
Car Loans
Other
What are your current financial needs?
Do you owe Money to the Tax Office?
- Yes
- No
Are your Tax Returns over due for lodgement?
- Yes
- No
Are you paying off a mortgage?
- Yes
- No
Have credit cards that can not be paid in full each month?
- Yes
- No
Are you paying high interest rates?
- Yes
- No
Are you dependant on your salary to survive?
- Yes
- No
Do one or more family members rely on your salary to survive?
- Yes
- No
Concerned about what would happen to your family if you're unable to work?
- Yes
- No
Do you need a strategy to reduce the amount of tax you are paying?
- Yes
- No
Are you ready to implement an investment strategy?
- Yes
- No
To update your Will and Estate Plan?
- Yes
- No
Check if your superannuation is performing?
- Yes
- No
What are your future financial needs?
To own your own house?
- Yes
- No
To have debt free investment properties?
- Yes
- No
Self Funded Retirement
- Yes
- No

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Full Name*

Phone

Email address*

Loan amount sought

Purchase Price

Occupation

Annual Salary

Current Loan Balances

Current Savings