FREE Financial Health Check | Abound Financial & Lifestyle Planning

Financial Health Check Form

1. Do you save any of your money?

No, I live pay cheque to pay cheque

Yes, I try to save and succeed some months

Yes, I save at least 10% of my income every month for paying extra bills, holidays, for a rainy day & investing

Yes, I have so much cash savings I don’t know what I should be doing with it

2. Do you manage your money well?

No, I have no idea where my money goes

Not really, I carry over credit card debt from month to month and rarely pay my bills on time

Quite well, I have a budget that I stick to the majority of the time

Yes, I know exactly where my money goes and I am striving towards achieving all my financial goals

3. Do you have financial goals set?

No, I just know I earn enough to live off right now and buy most of the things I want

No, I have trouble setting financial goals because I don’t really know where my life is heading

Yes, I have some short term goals that I am steadily moving towards

Yes, I have sound short and long term goals, which allow me to live the lifestyle I want now and at retirement

4. Where do you get your financial advice?

I don’t get any and desperately need some

My parents and friends

Reading and researching on my own

I am currently engaged with a financial adviser

5. Do you currently have insurance?

No, none what so ever…

Yes, I have car, health, home & content insurance

Yes, I have up to date car, health, home & content, life insurance & income protection

Yes, some or many of the above but I would like to review and/or learn more about how I can best insure myself and family from unexpected future events

6. Are your taxation affairs up to date?

No, and I worry and stress about my taxation affairs

Yes, I complete my tax return on my own

Yes, and I have an accountant

Yes, however I would like to learn how I can manage my taxation affairs to benefit me financially

7. What is your current situation regarding retirement?

I am too young to worry about that right now

I have more than one superannuation fund and am not sure which is best for me

I worry endlessly that I won’t have enough money to survive when I retire

I have an active retirement strategy and have no concerns of maintaining my current lifestyle now and/or throughout my retirement years

8. What is your current debt pattern like?

I have debt which seems to increase, not decrease. I think I spend more than I earn

Debt is a way of life, as long as I can pay off my minimum each month I am happy

I try to repay more than the minimum balance each payment

I don’t like debt, if I don’t have the money I just won’t buy it

9. How happy are you right now with your income and revenue streams?

Not happy at all, I would like to be earning a lot more & know if I did then all my money worries would disappear

Not happy I know I am currently underpaid

I am satisfied with the amount of money I earn each year

I am very happy with the amount of money I earn from a variety of income streams that I have in place

10. Do you enjoy the lifestyle you always imagined right now?

No, I am very unhappy with my life as a whole right now

No, I know I work too hard and long hours and my family & other life interests are suffering

Not completely as there are 1-2 areas of my life that aren’t going quite how I imagined them to be

Yes, I love my life and have plenty of time to balance work, family & exercise with social events & other interests

11. After receiving your Financial Health Check how serious do you think you will be about looking further into your current financial situation?

Not serious, I thought participating in a financial health check would be fun

I’m interested but unsure how to take the first step without getting caught up into something I might regret

I am very interested to gain a snapshot of my current financial situation and start making small steps to improve upon it and create a solid financial & lifestyle plan

I am absolutely serious about doing something about my finances right now!

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State ACT New South Wales Northern Territory Queensland South Australia Tasmania Victoria Western Australia

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To aid us in learning more about you and to receive a relevant BONUS special report on the ‘Top 10 Tips on choosing the right financial planner for you’ & ’20 Things to know about Super!’ along with your financial health check results please complete the following:

Which of the following groups do you fall into?

20’s & 30’s

40’s & pre-retiree’s

Retiree

Do you have a friend or associate who you think would benefit from completing our financial health check? If yes please enter their details below:

Friends First Name

Friends Last Name

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