07 3062 7444
07 3062 7444

5 minute Financial Health Check

Name(Required)
What's your employment status?(Required)

Your Income Plan

How confident are you that your current income meets your living costs?(Required)
How confident are you that your income is well structured and tax efficient?(Required)
How confident are you that your income is well structured and tax efficient?(Required)
How confident are you that your children's education costs are covered?(Required)
How confident are you that your surplus income is being invested efficiently for wealth creation?(Required)
How confident are you that your income and employment are secure?(Required)

Your Investment Plan

How confident are you that your have an appropriate five year wealth plan?(Required)
How confident are you that you have a tax efficient investment structure?(Required)
How confident are you that you understand the risk/reward trade-off between your investment strategy and other options?(Required)
How confident are you that your investments are achieving your goals?(Required)

Your Debt Plan

How confident are you that your debt is structured in the best possible way?(Required)
How confident are you that you have the right mix of personal and investment debt?(Required)
How confident are you that you have a strategy to eliminate your personal debt in the shortest possible time?(Required)
How confident are you that your overall debt levels are appropriate for your current life status?(Required)
How confident are you that your debt plan is regularly reviewed?(Required)

Your Risk Plan

How confident are you that your insurances cover you comprehensively for most foreseeable circumstances?(Required)
How confident are you that you're paying the most competitive premiums?(Required)
How confident are you that you have the appropriate levels of cover in place?(Required)
How confident are you that your family would continue to live comfortably if something happened to you?(Required)
How confident are you that your insurance policies are regularly reviewed?(Required)

Your Retirement Plan

How confident are you that you have a clear understanding of your retirement goals?(Required)
How confident are you that you have a clear understanding of your desired retirement income needs?(Required)
How confident are you that you are on track to achieve your required income in retirement?(Required)
How confident are you that your retirement funds will last throughout your retirement?(Required)
How confident are you that your retirement funding strategy is structured tax efficiently?(Required)

Your Estate Plan

How confident are you that your Will is right up to date and reflects your current wishes?(Required)
How confident are you that your assets will be transferred to all the right people?(Required)
How confident are you that you have someone that is able to make financial decisions on your behalf if you are unable to do so?(Required)
How confident are you that your surviving family or executor would easily find all relevant documentation?(Required)
How confident are you that your family is aware of your medical and lifestyle wishes?(Required)

Take our quick Financial Health Check now!

Take our obligation free Financial Health Check to determine whether you may benefit from financial advice, you first need to understand what a financial adviser actually does and then establish whether your specific circumstances can be improved.

Get Started

6A Trentham Place
Samford QLD 4520

iPlan Financial Services Pty Ltd

Phone: 07 3062 7444
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