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Take control of your financial future with a personalised Financial Health Check 

Before you can make confident financial decisions, you need to understand exactly where you stand today. That’s why our free Financial Health Check is so powerful.
 

This isn’t generic information—it’s a personalised assessment designed to give you a clear picture of your actual financial health, helping you identify what’s working, what needs attention, and what action to take next.

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​​​​​​​​Follow our four-step Financial Health Check process​​ where we’ll walk you through how to create a realistic, achievable plan for your financial future.

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STEP 1

Complete your Financial Health Check

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  • Identify your financial strengths and gaps and key areas that need attention.

  • Receive a personalised financial health score along with 5 Key Actions to improve your financial health today.

  • It’s quick and easy. Answer Yes/No to a series of short questions about your financial position. It takes just 3-5 minutes.

  • It gives you clarity. Understand your strengths and the areas that need attention. You'll receive your personalised result instantly.​​

  • It leads to action. Once you have the insights, you’ll know exactly what steps to take next.​

  • It's completely free. No strings attached.​​​​​​​

STEP 2

Review results & define your goals

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You'll have the opportunity to book a free 30-minute review session with a Family Office consultant after completing your Financial Health Check. This session is designed to help you understand your financial position and explore the best way to move forward.

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  • Review your financial health check results – What’s working? What needs improvement?

  • Discuss your financial goals and future needs – What do you want to achieve?

  • Identify gaps and opportunities – What’s stopping you from reaching your goals and what options are available to you to progress?

  • Understand your next steps – What’s the best path forward for you?

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STEP 3

Get your personalised 12-Month Action Plan

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Following your consultation, you’ll have the option to purchase a 12-Month Action Plan—a tailored strategy to help you move from where you are today to where you want to be. This plan is your personal roadmap—helping you transition from just knowing your financial situation to actively improving it.

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  • A step-by-step strategy based on your personal goals and financial needs.

  • Clear action points to improve cash flow, debt management, savings, investments & risk protection.

  • We'll provide you with exactly what you need to do. Whether it’s support needed through our Ontrack program, personal financial and product advice (Get Started) or our range of Family Office service programs, you'll get all the direction you need to improve your financial position.

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Benefits of hiring a financial advisor

STEP 4

Ongoing support with Ontrack

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Creating a financial plan is one thing—sticking to it is another. That’s why we offer Ontrack, our ongoing support service, to help manage the execution of your financial strategy and keep you on course and accountable.

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  • Regular check-ins to keep your financial strategy aligned with your goals.

  • Support through financial changes so you can adjust your plan as life evolves.

  • Get access to our trusted network of licensed and accredited specialists such as financial planners, accountants, finance specialists and estate planners to help you as you need.

 

Your first step? Complete the free Financial Health Check to gain clarity on your current situation.

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