Most Australians know they should be doing more with their money. The hard part is knowing exactly where you stand right now — and what to do next.
Our free Financial Health Check asks about your goals, household income, nest egg assets and the strategies you already have in place. Based on your answers, we identify your financial stage, map the gaps in your current strategy and give you a clear, personalised plan to move forward.
The result is your Wealth Blueprint — a downloadable PDF tailored to you, with your stage, your key strategies and your next steps all in one place.
It takes three minutes.
What your Wealth Blueprint includes
- Your financial stage — You will be placed into one of three stages — Starting Out, Scaling Up or Managing Wealth — based on your current situation.
- Your current gaps —See exactly where you sit on the financial journey and what the path forward looks like from your stage.
- Your key strategies —A tailored set of strategies across protection, super, cashflow, debt and tax — specific to where you are right now.
- Your action checklist — A practical stage-by-stage checklist of the financial foundations to work through, so you always know what to focus on next.
- Your CARE investment framework — An introduction to the investment approach we use for your stage — built around your risk profile, life stage and goals.
- Suggested reading — Handpicked articles written by our advisors, matched to your stage and focus areas.
- A downloadable PDF — Your personalised Financial Blueprint delivered as a PDF you can save, share and refer back to.
