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Financial Health Protection Test

Complete the form below to take your end of financial year family health protection test and go in the draw to win a $1000 Cole/Myer Gift Card.
IF LIFESTYLE MATTERS - INSURANCE

Do you have any life, total and permanent disability, trauma, and/or income protection?

 YES NO
If yes, are they sufficient to meet your debts and ongoing living requirements?  YES NO
Do you know that your property insurance such as public liability and household insurance is sufficient?  YES NO
Do you understand what you DO have and DON'T have when it comes to insurance?  YES NO
TAXATION

Would you like to discuss legitimate ways to reduce your tax?

 YES NO
RENTAL PROPERTY

Would you like to investigate the option of purchasing a rental property?

 YES NO
Would you like to understand the difference between negative gearing and positive gearing?  YES NO
I'VE ALWAYS WANTED A PROPERTY BUT DIDN'T KNOW IF I COULD AFFORD IT

Are you considering borrowing any funds for either your home or rental property?

 YES NO
Are you considering refinancing any existing loans?  YES NO
Would you like to consolidate your existing debts?  YES NO
Do you have a clear understanding of what loan may be a better option?  YES NO
ESTATE PLANNING

Do you have a Will and an Enduring Power of Attorney?

 YES NO
Do you review it regularly?  YES NO
Do you have a Power of Attorney?  YES NO
SUPERANNUATION / SELF MANAGED SUPERANNUATION FUNDS

Do you have more than one superannuation account?

 YES NO
If so How Many?  YES NO
Bearing in mind that you will probably be retired for the same amount of time that you have worked - do you believe you have sufficient superannuation for retirement?  YES NO
Would you like to discuss ways of maximising your superannuation values?  YES NO
Do you know if you have Life and Total Permanent Disability insurance in one or any of your superannuation funds?  YES NO
Would you like to discuss Self Managed Superannuation Funds?  YES NO

We would be happy to arrange as required a review of any of the matters to which you answered yes.

This is an obligation free questionaire to help you with your ongoing Financial Health.

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Preferred Contact: Ph

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