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THE 12 POINT FINANCIAL HEALTH CHECK

These 12 questions give us a snapshot of your current financial position and lifestyle,
enabling us to better understand you and your goals and ambitions – from buying a
house to starting a family to retirement.

12 Questions

THE BENEFITS OF RESTRUCTURING
Do you currently have a budget and savings plan?
Do you know how to structure your debt to pay it off faster?
Did you know you can use the equity in your home to create wealth?
Are you using some smart strategies to reduce your tax?
MANAGING SUPERANNUATION
Do you know if your super balance is on track for your retirement?
Do you have multiple super funds?
Do you know where your super is invested?
Did you know you can get cost and tax effective insurance through your super?
RISK MANAGEMENT
Will you and your family be able to maintain its lifestyle and pay off debts if you die or suffer serious illness/disability?
Do you have money set aside for emergencies or in case of redundancy?
INVESTING FOR YOUR FUTURE
Do you have a good understanding of financial markets and what they mean for you?
Do you have investments in shares, properties, etc?
CONTACT DETAILS
Sami L Advisory Pty Ltd (CRN 467376) & Georges Al Kozah (ARN 471578) are authorised under Synchron AFSL 243313.  Privacy Policy
The information contained on this website is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.

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