Financial Health Check

Personal Health Check

Do you have any financial goals?

Do you have a current financial plan?

Do you know how much money you need to sustain your lifestyle if you stopped working?

Do you have a plan to pay out your debts?

Do you have a plan on how to meet your regular payments if you were unable to work for 3 months or longer due to an accident or illness?

 

If you answered NO to any of these questions, get in contact with our friendly staff to find out about our services and how we can help you.

Would you like to save for the future?

Do you spend more than you earn?

Do you have trouble sticking to a budget?

Are you considering refinancing?

Are you borrowing from family or friends?

Are you behind in your house repayments or rent?

Is your vehicle about to be repossessed?

Are debt collectors calling you?

Have you been served with documents you don’t understand?

 

If you answered YES to any of these questions please give us a call to arrange an appointment.

Business health check

Do you have a budget and projected cash flow?

Do you have an understanding of what your gross profit is?

Do you know what your break even point is?

Do you have a bookkeeping system in place that provides you with accurate data?

Do you have a budget and a projected cash flow forecast for the next 12 months?

Do you have an understanding of what your gross profit is?

Are you keeping up with the bills you owe other businesses?

Are you keeping up with all your employer obligations (e.g. PAYG Withholding and Superannuation?)

Are you able to pay your ATO obligations when they fall due?

 

If you answered NO to any of these questions, get in contact with us to find out about our services and how we can help you.

CONTACT OUR OFFICE TODAY AND TAKE ADVANTAGE
OF OUR NO-OBLIGATION FREE CONSULTATION.

Get in Control call – (02) 6056 5226