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Financial Health Check

Need guidance, financial counselling, a check up on what you’re doing & the direction your heading… but don’t think you can afford it?

We understand that the cost associated with comprehensive advice can be prohibitive, however we also understand that most people need financial guidance.

To help bridge the gap, our Financial Health Check consists of a comprehensive meeting with one of our advisers, with the objective of working through:

  • How you are currently positioned & our view of where you are heading
  • How well placed you are, or aren’t, in relation to risk management
  • The pros & cons of your existing assets and superannuation fund(s)
  • The pros & cons of your existing debt(s) and how best to tackle debt reduction
  • Strategies that you can employ to improve your financial future and maximise your wealth

For the cost of $275 (including GST), you will leave our office with direction, an understanding of your circumstances and strategies to improve your financial future.

To get your financial life on track, call us on 02 42 273335 to arrange your appointment.

How can we help you?

Ask us a Question or Request an Appointment