Free Resource

5 minute personal financial health check

Do you fully understand your current financial position? It's important to assess your financial picture regularly to ensure you're on track for a comfortable lifestyle, peace of mind, security and a confident future for you and your family.

What's Inside?

Many people are unsure of their financial position and its protection. We developed this 5 minute personal financial health check so that you have a clearer picture of your current financial world and what you can do to secure it.

This financial health check will take you through each of the topics listed below. Once you have answered the questions and clear picture of your circumstances has been developed, we then have enough information to create a tailored plan to help you maximise your financial growth and protect it for your future.

Key takeaways

It’s time you better understood -

  • Your estate and estate planning
  • Your family and their protection
  • Your business, its value and succession
  • Tax minimisation optimisation
  • Superannuation
  • Your financial position

It’s important to assess your financial picture regularly to ensure you're on track for a comfortable lifestyle, peace of mind, security and a confident future for you and your family.

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About us

At Here, our mission is to help individuals and businesses thrive—now, and for future generations. Since 1985, we’ve been supporting our clients to manage, grow and protect their business and wealth.