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Amazon Financial Group

Suite 4, Level 1
The Fawkner Centre
499 St Kilda Road, Melbourne Vic 3004
Tel : +61 3 9866 2400
 

Financial Planning Melbourne Sydney Brisbane Gold Coast Darwin   

 

Free Financial Health Check

Take this self-assessment to find areas where you can improve your financial planning.

We will respond to you as soon as possible.

Family Financial Health Check Up

Question 1 : Do you feel comfortable with your current financial plan?
  Yes
No
What is a financial plan?

Question 2 : Do you know where your money goes?
  Yes
Mostly, but I never seem to have as much as I thought I did.
No, it just seems to disappear

Question 3: Would you like to learn how to spend less but still live well?
  Sure! Who wouldn't?
No

Question 4: Are you able to pay off your credit cards each month?
  I don't use credit cards
Yes -- with only a few exceptions
My credit cards worry me
No

Question 5: Are you saving and investing money for short term goals and retirement?
  Yes, all is well
Some, but how much is enough?
Saving? What's that?
No

Question 6: If your home burned down, you needed your appendix out or you died, would your family be provided for?
  Yes
Unsure
No

Question 7: Are you on track for meeting your children's university costs?
  Yes
I don't have children
No, I'm not prepared

Question 8: Do you have an up to date Will, and will your family be looked after financially after your death?
  Yes
Why would I do that?
No

Question 9: Do you have an up-to-date inventory of your personal property?
  Yes
What do I need that for?
No

Question 10: Are you going to be shopping for a home loan or investment within the next 2 years?
  Yes
Maybe
No

Please provide your contact details.
Name
Your Telephone Number
Your Email Address

Thank you for submitting your Free Financial Health Check.
We will respond to you as soon as possible.

  
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