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Financial Health Check - Get your finances into shape

Are there opportunities that could help you achieve better financial outcomes? To find out, simply complete this short financial health check.

Select the answer that best applies to you, skipping any questions that aren't relevant for your circumstances. If you have any questions or would like to make an appointment please contact us.

Building Wealth
Did you know you can structure your debt to pay off your loans faster?
Did you know by diversifying (spreading your money across a range of investments) you can reduce your investment risk
Did you know you can use the equity you have built up in your home to create wealth?
Did you know there are a range of smart strategies that could maximise your after-tax returns?
Super
Do you have multiple super funds?
Do you know the benefits of consolidating your super into one fund?
Do you know what your super is invested in?
Do you know you can purchase tax effective insurance through super?
Protecting Your Family & Lifestyle
Would your family be able to maintain its lifestyle and pay off debts if you were to die or suffer a serious disability?
Do you have money set aside for a rainy day, or in case you or your partner is made redundant?
If you were unable to work for 3 months or longer because of an accident or illness, could you meet your living expenses without a regular income?
Planning Ahead
If you're planning to retire in the next 10 years, which statement best describes you?
Do you know how much you'll need to have invested to enjoy the same lifestyle in retirement as you do now?
The Current Financial Markets
Do you feel you have a thorough understanding of current market conditions and what they mean to you?
Would you like to find out more about financial markets and investing
If you answered No to some questions or have additional questons of your own please contact us
Please click the SUBMIT button below
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Warringal Financial Services is the trading name of NICA Group Pty Ltd, an Authorised Representative and an Australian Financial Services Licensee # 511086. 

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