Financial Planning Health Check



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.

A.

How comfortable do you feel about meeting your retirement goals?
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2
3
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5

B.

If you suffered a serious illness, how comfortable do you feel that you could still meet all your financical commitments?
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5

C.

How well do you understand your superannuation benefits and investment strategy?
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2
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5

D.

If you passed away, will your estate be distributed according to your wishes effectively?
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5

E.

Are you on track to meet your short to medium term financial goals?
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4
5

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 your contact details below and we’ll be in touch.

Request a call back.

Complete the form below and one of our advisers will get in contact with you within the next two working days to discuss the best time for your first free appointment.

Please select what you are interested in learning more about:
 

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.

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