Financial Wellness Check

Learn More. Gain Confidence. Understand Your Options.

Financial decisions can often feel complex, whether you're building wealth, planning for retirement, managing debt, running a business, or simply trying to make more informed financial choices.

Our Financial Wellness Check is designed as an educational session that helps you better understand key financial concepts and the financial advice process in a supportive, no-pressure environment.

For a fixed fee of $400 + GST, you'll spend 60 minutes with a qualified financial adviser exploring topics that are relevant to your stage of life and financial interests.

Importantly, this consultation is focused on financial education and general advice only. It does not include personal financial advice, recommendations, or consideration of your individual circumstances.

The goal is simple: to help you leave the session with greater financial knowledge, increased confidence, and a clearer understanding of the opportunities and considerations that commonly arise in financial planning.

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What Is a Financial Wellness Check?

Think of it as a financial education session where you can ask questions, learn about financial concepts, and gain insights into how financial planning works.

Rather than telling you what you should do, we help you understand:

• How different financial strategies generally work
• Common opportunities and risks people face
• Financial planning concepts and terminology
• The role of superannuation, investing, insurance and retirement planning
• The personal advice process and when it may be appropriate

Our aim is to empower you with knowledge so you can make more informed decisions and better understand the financial planning landscape.

What We Can Do During the Session

During your Financial Wellness Check, we may:

• Explain financial concepts in plain English
• Discuss common financial planning topics and considerations
• Provide general information about financial strategies
• Explore the advantages and disadvantages of different approaches at a general level
• Answer general questions about financial planning
• Explain how comprehensive personal financial advice works
• Help identify areas that you may wish to explore further

Important Information

The Financial Wellness Check provides general advice and financial education only.

Any information discussed during the session is not tailored to your personal objectives, financial situation, or needs. Because we do not consider your individual circumstances, no recommendations will be made regarding what you should or should not do.

If, following the session, you would like advice tailored to your personal circumstances, we can discuss engaging you under a separate comprehensive financial advice service.

A Great First Step

Many people know they want to improve their financial position but are unsure where to start.

The Financial Wellness Check provides a safe and affordable opportunity to increase your financial knowledge, ask questions, and better understand the financial advice process before deciding whether personal financial advice is right for you.