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Our financial health check is a fast, free and easy way to discover how you're tracking on our six pillars of financial health.

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Reviewing your financial position

If you decide to partner with an adviser, they should embark on a detailed financial discovery process with you. This puts the adviser in the best possible position to create a financial plan that will help you achieve your goals. As this may be the first time you’ve pulled all your financial information and records into a central place to review them, it’s a useful process you’d probably never bother to do unless you chose to work with a financial adviser.

You’ll need to provide details of the following:

  • Financial assets such as cash, savings and superannuation
  • Other assets such as your home or car
  • Liabilities such as loans or credit card debt
  • All income such as salary or investment dividends
  • All expenses such as household expenses, insurances or education expenses 
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