How secure is your financial future?
It’s never too early or too late to start planning for your future with more financial security. Answer a few simple questions using our Financial Planning Tool and you’ll see how you’re doing and whether you need help in any areas.
Select the answer that best applies to you, where 1 is relatively unsure and 5 is
highly certain or comfortable. See your financial strength either grow when you are feeling comfortable or decrease if you are unsure.
Brick wall financial planning health check
As you answer each question, your brick wall will start to take shape. The higher the wall in each section, the stronger your financial health overall.
After you have completed the 5 simple questions, below you can find out how to get in touch with a financial adviser to discuss your financial health.
How solid is your financial strength?
If your future isn’t looking as solid or secure as it could be, find out how a financial adviser can help you build your wall and financial future. Complete the form below and we will get in contact with you to discuss how best we can help you and if required, schedule your first free appointment with a Financial Adviser.
Request a call back.
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This information is of a general nature only and has been provided without taking account of your objectives, financial situation or needs. Because of this, we recommend you consider, with or without the assistance of a financial adviser, whether the information is appropriate in light of your particular circumstances and needs.
Financial planning services are provided by Eastwoods Wealth Management Pty Ltd ABN 17 008 167 002 / AFSL 237853 trading as Beyond Bank Australia Wealth Management. Eastwoods Wealth Management Pty Ltd is a subsidiary of Beyond Bank Australia Ltd. ABN 15 087 651 143 AFSL/Australian Credit Licence 237 856.