The Financial Health Check is a practical 90 minute session designed to give you a clear picture of your current financial position, identify the gaps holding you back, and determine your most important next steps.
What’s included
1. Financial Health & Gap Assessment
We look at your:
* Income and cash flow
* Monthly expenses
* Debt
* Savings
* Emergency fund
* Assets and liabilities
* Financial goals
* Wealth-building progress
2. Financial Health Score
We assess key areas of your financial life and identify where you are strong, where there are gaps, and where you need attention.
3. Top 3 Financial Priorities
You'll leave knowing the three things that should receive your attention first.
4. Your Next Money Moves
We identify practical actions you can start taking immediately.
You’ll leave with:
✓ A clearer understanding of your financial position
✓ Your key financial gaps identified
✓ Your top three priorities
✓ Practical next steps
✓ Greater clarity about what you need to work on next
This is a financial consulting and education service. Where regulated financial advice or financial product recommendations are required, you may be referred to an appropriately authorised financial advisor.
