What you'll get?

Our report covers a range of important financial components such as income, savings rate, and assets. This means you’ll get a snapshot of your finances in a dashboard format, with a breakdown of individual components like active & passive income, home value, savings to super balance & more.

How does it work?

Register to receive an email invitation.

Spend 2 minutes providing info for your personalized report.

Gain confidence in managing your money with an easy-to-understand report.

Discuss results with our financial advisers if desired.

Improve self-awareness

Knowledge is power, and with this financial health report, you’ll gain a better understanding of your current financial status. Make informed decisions when it comes to saving, investing, or managing expenses.

Uncover Easy Wins

Uncover your blind spots effortlessly. Identify areas of improvement, highlighting easy wins that can make a significant impact on your journey towards financial independence.

Brainstorm with an Expert

Gain valuable insights into your financial report by discussing it with our in-house advisers. They can guide you on how to make the most of your strengths and tackle areas that need improvement.

We’re helping people like you

See why we’ve been awarded Independent Financial Advisors’ Innovator of the Year.

Unlock your Financial GPS and navigate to financial independence!

Imagine your finances as an adventurous journey. Our Financial Health Report is like your personal Financial GPS – it pinpoints your current location in your financial landscape. However, knowing your location is only the first step of the journey. The next crucial bit? Mapping out the route towards your destination – financial independence.

Our expert advisers are ready to step in here, acting as your co-pilots. With their deep financial knowledge and understanding of your financial health report, they can then help create a roadmap that is tailored just for you. They can guide you around potential roadblocks and help you navigate through twisty turns, ensuring you stay on the fastest route to your financial goals. Ready for the ride? Register your interest now!

Limited time offer! Don't miss out, register now!

Grab this amazing free resource now! Limited time offer until 31 Dec 2023. Gain financial insight, plan for the future, and achieve financial freedom. Register now!

Ready to take control of your money?

Kick off your free trial today –
book your 15 minute discovery call