What happens in your first complimentary interview?
A simple way to evaluate your financial health:
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I don't think we realised the potential we had until we came and saw you- Ann Gaunt
9:44
1. I understand and can articulate what matters to me financially
2. I have developed and maintain a clear picture of my financial future
3. I track my progress toward achieving my goals
4. I maintain a work/life balance
5. I maximise my wealth potential
6. I maintain an undemanding and effective budgeting system
7. I am on the same financial page with my partner
8. I am confident that I am managing my expenditure and cash flow as
effectively as I can
9. I have a cash flow plan in place for specific future needs
10. I have confidence that my superannuation is actively managed and
appropriately invested
11. I understand how much money I need in retirement to achieve my
desired lifestyle
12. I ensure that, upon my death, my assets are distributed in
accordance with my wishes
13. I ensure that my family's lifestyle is protected in the event of death,
serious illness or injury
14. I use debt wisely and efficiently
15. I make educated decisions to avoid costly financial mistakes
16. I utilise current strategies and legislation relevant to my situation
17. I minimise tax
18. I have an ongoing relationship with a financial coach who I trust and
who guides me along the best financial pathway for my life
19. I continually increase my knowledge and improve my ability to
manage my financial affairs
20. I raise financially responsible children
21. I experience satisfaction and peace of mind regarding my finances
and I remove the stress associated with managing money
financial planning berwick
melbourne victoria