Financial Health Check

Please provide your contact details so that we can assist you with a better understanding of your financial health.

Personal Information

Name Mobile Email

FINANCIAL POSITION:

1. Are you spending more than you earn? YesNo 2. Do you pay your credit card debt in full each month? YesNo 3. Do you have emergency cash reserves? YesNo 4. Are you comfortably managing your mortgage repayments? (if applicable) YesNo 5. Have you planned for future large expenses? (vacations/weddings/renovations) YesNo 6. If you had an unexpected $5,000 expense, how would you be able to fund it?

7. Do you have Debt Reduction/Refinance in place? YesNo

PROTECTING YOUR LIFESTYLE:

1. Do you have Personal Income Protection? YesNo 2. Do you have Life Insurance? YesNo 3. Do you have Disability Insurance? YesNo 4. Do you have Home, Contents & Motor Vehicles insured? YesNo

RETIREMENT PLANNING:

1. Are you approaching or over age 55? YesNo 2. Do you know how much you will need in retirement to maintain your desired lifestyle? YesNo 3. Are you aware of the balance of your Superannuation Fund? YesNo 4. Is your super on track to provide you with adequate income in retirement? YesNo 5. Have you considered Salary Sacrifice? YesNo 6. Do you understand how Salary Sacrifice works? YesNo 7. Are you aware of strategies such as co-contributions and spouse contributions? YesNo 8. Do you understand the benefits and issues with running your own Self Managed Superannuation Fund? YesNo 9. Are you familiar with the transition to retirement strategy? YesNo

ESTATE PLANNING:

1. Do you have up to date Wills with a trusted/reliable executor? YesNo 2. Do you have Enduring Power of Attorney? (Medical & Financial) YesNo 3. Have you nominated a Death Beneficiary for your superannuation? YesNo

If any of the items above are of interest to you and you would like to discuss them further, please write in a few sentences below the points that would be of the most importance to you. We can arrange discussions with experts in the above fields and as your accountant we are happy to sit in on these meeting as well.

Sign up for our newsletter for news, tips and advice

140 Keilor Road
Essendon North
VIC 3041

03 9374 2422

info@gfmaccountants.au

About Us
Meet the Team
Latest News & Events
Services
Contact Us

Website by SWiM Communications