The financial check up service is an opportunity for you to have an expert review your finances and give you an action plan to move forward with financial confidence.
The Financial Check Up will give you clarity and confidence to make great financial decisions.
There is so much financial information out there, how to save, when to invest, but how do you know what is right for you?
I designed this service to enable you to access the expertise of a licensed financial adviser to cut through all of the financial jargon out there and get you set up with the foundations to improve and grow your financial situation.
What is included in the Financial Check up?
We review 3 months of your spending transactions across all your bank accounts.
We review all your superannuation funds and insurances.
We report back to you in a 45-minute meeting to give you an update on your current financial status.
We also discuss your financial and lifestyle goals during this meeting, so we can best assist you moving forward.
A balance sheet report – detailing your financial position, including superannuation and insurance information
A spending report – that analyses and details where you’re spending your money (we review your actual transactions and report back).
A suggested spending plan – to assist you with enhancing your financial position and staying on track towards achieving your financial and lifestyle goals
Expert financial guidance– an action plan with key points to address so you can keep moving forward in your financial journey
A 15-minute follow up – to check-in and answer any final questions; and discuss where to next.
AND you will get a free copy of my eBook – The Your Life & Matters Guide to Money – The Secret to Your Money Matters.
Plus receive a 20% discount code to enrol in your Life and Money Matters Courses.
The investment is $550 for the complete financial check up, payable when you book your meeting. ( A discounted fee of $750 is available for couples)
Who is the Financial Check up for?
This check-up is ideally suited for those who are not yet ready to commit to financial advice but want to dip their toe in to see if they’re on track financially. You’ll find out what’s what and if you’re on track to live the life you want. And you’ll find out where your money has been going and if you have the right super and insurance to meet your needs and goals.
About me, Your Financial Adviser & Financial Coach
I’ve worked in Financial Service for over 19 years, I have been advising personal clients for 9 years.
I hold a Diploma and Advanced Diploma in Financial Planning, and am currently studying towards my Masters in Financial Planning and am licensed by ASIC under the Clarity Financials Services Pty Ltd licence to provide financial advice. You can look me up on the ASIC Money Smart Financial Adviser Register and find more information on the areas of advice we can provide advice in our Financial Services Guide.
I have worked with high net worth clients and I know how they built their wealth.
I created the Financial Check Up, as a way to share my knowledge and help people make smart money choices so they can build wealth for the future.
Frequently Asked Questions
Who is the Financial Check up for?
People wanting a second opinion on their approach to money, people needing help managing their money, people wanting to dip their toe into financial advice.
How much time will I need to spend on this?
You will need to spend 10-15 minutes providing some information to me. Then we go away and do all the work. You then just need to set aside 45 minutes for our first meeting and 15 minutes for our second meeting. A small commitment for financial certainty and confidence!
Can my meetings be outside of work hours?
Yes! I have Saturday morning appointments and after hours weekday appointments available. You can book these directly from my calendar.
How much does this cost?
It is just $550 for the complete financial check up, payable when you book your meeting. ($750 for couples)
What happens after the check up?
At the end of the second meeting you may walk away feeling informed and comfortable with where you’re at. Alternatively, there are options to continue working together to assist you with gaining further control over your finances so you can live the life you want. You are able to sign up for our Money Matters program only available to those who have completed the Financial Check up.
Do you offer discounted services?
This package is priced to be affordable and accessible, if you complete the Financial Health check up and decide to continue on for our Advice Journey service you will receive a discount on that program.