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A low-cost membership program helping families build a strong financial future
Do you know your true financial health? Are you dealing with financial challenges such as mortgage stress, rising living costs, or trying to balance today’s expenses while building wealth for your family?
AN AFFORDABLE APPROACH TO FINANCIAL HEALTH
The Financial Health Check is a low-cost membership program designed to help you overcome these challenges and open up your options in life so you can feel confident and in control of your financial future.
Our Financial Health Check offers a thorough analysis of your income, expenses, assets, and liabilities, providing a clear picture of your current finances. We'll then prepare a tailored report to address your immediate needs and medium-term objectives, focusing on areas like budgeting, debt management, and savings growth to help you improve your financial situation without feeling overwhelmed. And you'll get the ongoing support you need to stay in good financial health.
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WHAT YOU'LL GET WITH THE FINANCIAL HEALTH CHECK
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Clarity and Understanding: Get a clear picture of your current financial position and identify strengths, weaknesses, and opportunities for improvement. Gain insight into your finances with a health scoring mechanism and receive actionable recommendations for the next 12 months.
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Achievable Goal Setting: We'll provide an analysis of both your short and medium-term prospects, including savings goals and wealth-building strategies, along with tailored recommendations to help you establish achievable goals—whether you’re saving for a home, growing your investments, planning for retirement, or preparing for your children's education.
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12-Month Action Plan: A month-by-month roadmap outlining specific actions and recommended strategies to make steady progress. This tailored plan includes triage for your greatest pain-points, recommended strategies, monthly actions, and expected outcomes to help you make steady progress toward your financial goals.
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Peace of Mind: Feel confident knowing you have a plan to address your finances and a professional team to help guide and support you through each step of the journey.
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One-on-One Consultation with a Family Office Adviser: A personalised consultation with a Family Office Adviser to review your Financial Health Check, ensuring you understand the insights and recommended actions so you can make informed financial decisions for your family's future.
ONGOING SUPPORT TO KEEP YOU ON TRACK
Our membership program goes beyond just a one-time financial review. With no lock-in contracts—you have the flexibility to cancel at any time without penalties or exit fees, ensuring you stay in control of your support needs. We offer:
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Professional Accountability: Remote tracking of your month-by-month actions to help keep you accountable and motivated.
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Ongoing Support: Enjoy peace of mind knowing that you can reach out to our team for quick questions and guidance through email and electronic/online resources.
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Access to Experts: Direct access to our trusted network of specialists to gain tailored support, including financial advisers, accountants, mortgage and finance specialists, and estate planning experts.
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GET STARTED ON YOUR NEW FINANCIAL JOURNEY TODAY
Take the first step towards financial security and peace of mind for your family with a free 15-minute consultation with a family office adviser. The Financial Health Check membership offers clarity, direction, and the support you need to achieve your goals.
SEGUROS E GESTÃO DE RISCOS
The Financial Health Check includes your tailored report and our ongoing support through our monthly membership program.
SEGUROS E GESTÃO DE RISCOS
$795*
Normal Value
$1,750
* Price includes GST
✔︎ One-Off, Upfront fee
✔︎ Personalised
✔︎ Affordable
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SEGUROS E GESTÃO DE RISCOS
$60/month*
Normal Value
$210/m
✔︎ Monthly support
✔︎ No lock-in contract
✔︎ Cancel anytime
* Price includes GST
What will I get with the
Financial Health Check?
Here’s what’s included:
✔︎ Personalised Financial Health Check Report
✔︎ One-on-One Consultation with a Family Office Adviser
✔︎ Triage of Key Financial Pain Points
✔︎ 12-Month Action Plan
✔︎ Short and Medium-Term Financial Outlook
✔︎ Access to Specialist Network
✔︎ Ongoing Support and Resources
When you purchase the Financial Health Check you will receive a package designed to empower you with knowledge, actionable steps and ongoing support to improve your financial wellbeing.
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Frequently Asked Questions
What is the Financial Health Check?
The Financial Health Check is a service that provides a comprehensive analysis of your finances. It helps you understand your financial position, set achievable goals, and create an action plan to address financial challenges such as debt, savings, and investments.
Who is the Financial Health Check designed for?
It is designed for families or individuals who want to take charge of their finances, reduce financial stress, and set achievable financial goals, regardless of where they are starting from.
What are the main benefits of a Financial Health Check?
The main benefits include gaining clarity about your financial situation, setting realistic goals, creating an actionable plan to achieve them, and having ongoing support to help you stay on track.
What kind of analysis will be done on my financial situation?
We conduct a comprehensive analysis that includes your income, expenses, assets, and liabilities. This gives us a clear understanding of your financial position so we can create a tailored plan that fits your needs.
How does the 12-Month Action Plan work?
The 12-Month Action Plan provides a month-by-month roadmap, including specific actions and recommended strategies. This plan is designed to help you make steady progress toward your financial goals while ensuring you're on the right track.
What kind of support will I receive during the 12 months?
In the membership program you will have access to a robust support system, including email guidance, electronic/online resources, and remote tracking of your progress to help keep you accountable. Additionally, our consultants will provide professional accountability to ensure you stay motivated.
Will I have access to other financial experts?
Yes, you will have access to our network of licensed specialists, including financial advisers, accountants, mortgage & finance brokers, and estate planning specialists. This ensures you have the right expertise when you need it.
How is this different from traditional financial planning?
The Financial Health Check provides an initial assessment of your finances, practical steps, and personalised strategies to help you take control of your financial situation. Unlike traditional financial planning, it does not provide specific product or investment advice. Instead, it focuses on empowering you with a clear understanding of your finances and directing you to the right resources or specialists. Licensed financial planners, on the other hand, offer detailed product/service advice with formal documentation, which can take considerable time and cost. The Financial Health Check aims to give you insight and direction, making it easier to collaborate with a financial adviser if needed.
What if my financial goals change during the 12 months?
We understand that circumstances can change. The plan is flexible, and we will work with you within our support system to adjust your strategies and goals if needed, ensuring the action plan remains aligned with your current situation.
Can you explain how the fees work in more detail?
We will charge the one-off Financial Health Check report preparation fee at the time you sign your membership agreement. This covers the preparation of your comprehensive analysis, tailored recommendations and the presentation of your report by a family office adviser. Your recurring monthly membership fees will start one-month from the signing of your membership agreement, until cancelled. All fees include GST.
Can I purchase just the Financial Health Check or the monthly membership separately?
No, and here's why. Our commitment is to support families who have a dedicated plan for their financial health, and a plan by itself, without support has a higher likelihood of failing. So, we've dedicated our resources to provide you with holistic support and that's why we believe that the Financial Health Check and the monthly membership go hand in hand. We're committed to your success.
Can I cancel the monthly membership?
Yes, if your circumstances change and the monthly membership is no longer a good fit for you. With no lock-in contracts—you have the flexibility to cancel at any time without penalties or exit fees, ensuring you stay in control of your support needs.
How do I get started with the Financial Health Check membership program?
Getting started is easy. Simply get in touch with us using the Book Now button above, and we will help you schedule your initial Financial Health Check discovery call with one of our advice professionals.