Four Minute Financial Health Check

Proventus Planners Four Minute Financial Health Check
Personal Information: Please provide your contact details so that we can provide financial health scores and comments.
First & Last Name*
Phone Number*
E-mail*
Income & Expenses
Are you spending more than earn?*
NoYesNot sure
Do you pay your credit card debt in full each month? *

1 2 3 4 5
1 is Never, 5 is Always
Have you lodged your tax return for last year?*
YesNo
Managing Debt
On a scale of 1 to 5, how comfortably are managing your mortgage payment? *

1 2 3 4 5
1 is struggling, 5 is comfortably
If you had an unexpected $5,000 expense would you be able to fund it?*

1 2 3 4 5
1 is struggle, 5 is easily
Do you understand the difference between personal debt and investment debt?*
YesNo
Saving, Superannuation & Retirement
Do you have more than one super fund?*
YesNoNot sure
Do you understand compound interest, asset classes, the risk return nexus and diversification?*

1 2 3 4 5
1 is No idea, 5 is Full bottle
Is your super on track to provide you with adequate income in retirement?*

1 2 3 4 5
1 is Not sure, 5 is Cruising
Protecting your lifestyle
Do you have home, contents, Motor vehicles insured?*

1 2 3 4 5
1 is Uninsured, 5 is All covered
If you were unable to work for 6 months due to sickness or injury would run out of money?*

1 2 3 4 5
1 is Big trouble, 5 is No trouble
Would your dependents be left in a sound financial position if you died unexpectedly?*
YesNoNot Sure
Estate Planning
Do you have up to date wills and enduring powers of attorney?*
YesNoNot sure
Have you nominated a death beneficiary for your superannuation?*
YesNoNot sure
Do you keep all of your important financial paperwork in one place?*
YesNo
Income, Expenses Score
Managing Debt Score
Saving, Superannuation & Retirement
Lifestyle Protection Score
Estate Planning
I would like more information about
Income Protection and Life InsuranceSuperannuation and investmentAccountingBorrowing and debt managementManaging cash flow, Salary packagingEstate Planning
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Proventus Planners Four Minute Financial Health Check

Income & Expenses

Managing Debt

Saving, Superannuation & Retirement

Protecting your lifestyle

Estate Planning