Financial Health

Getting clear on what you really want to achieve with your money is the first step to creating an effective financial plan.

Here are some thought teasers to get to you thinking

  • What do I really want money to do?
  • Do you fully understand your current financial position?
  • How long will your emergency fund cover you for?
  • Do have a plan in case you or family becomes seriously ill?
  • Do you know where your money goes every month?
  • Do you know where your superannuation fund is and how it is invested for you?
  • Are you up to speed on all the latest investment opportunities?
  • Are you achieving the best possible results from your strategies or investments?
  • Do you have a well-developed plan that is moving you towards financial freedom?

If you answered “No” or are unsure of the answers to any of these questions you may benefit from a
“Financial Health Check” with us

Give us a call and get started on your journey to financial freedom

Want to use a calculator to check where you are at?

Go check out ASICS’s Money Health Calculators & Toolkits

Discover a Smarter Way to Plan for Tomorrow