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.

Book Now

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

Taking time to talk things through with Joanne has been invaluable to me. I have found that all of your beautiful team is so willing to assist.

The most important issue for me is trust and integrity, by giving that, I can sleep at night.

Every time I speak to my adviser Monica, I find her helpful, attentive and very patient.

I feel confident that if I need advice I can call on you. Thank you.

Never any problems arranging a meeting at short notice. Prompt return of calls.

Have and would recommend Fenton & Associates to colleagues and friends.

We are very happy with the advice & support we receive from Joanne.

Extremely happy with Stuart. I trust him entirely as I know he is looking after me and my finances.