Could you be doing better with your finances – but are not sure where to start?
Do you think you might benefit from a professional financial plan – but don’t really know what to ask for?
Traditional financial planning tends to be very focused on specific “goals” and “objectives”.
But not everyone has clear goals and objectives.
Some people just need to know where they are now, where they’re headed, and if there are opportunities to do better.
If that sounds like you, our Financial Health Check may be what you need.
Our Financial Health Check service provides:
- A consolidated snapshot of your total current financial situation.
- Calculated projections of your cashflow and capital position through until retirement, and then beyond to age 100.
- Analysis of your existing investments, superannuation, and mortgages, to advise whether they are competitive, and appropriate for your situation.
- Identification of strategy gaps and weaknesses where you could be doing better.
- A detailed, customised, report on all the above.
We do not provide recommendations of specific products or financial strategies as part of a Financial Health Check. If you wish, you can engage us for further assistance with these things later, once the report is completed and your specific requirements become clearer.
Or you could take further action yourself.
Or you could engage other providers of your choosing.
Or you may leave things exactly as they are, if the analysis shows they look good enough!
Cost
The standard cost for our Financial Health Check is $2,475 ($2,250 + GST).
In some cases we may not be able to provide it for the standard rate, if you have complex financial structures or arrangements. We would obviously let you know as soon as this becomes apparent. We never charge any additional fees you have not specifically pre authorised.
How to get started?
If a Financial Health Check sounds like what you may need, the first step is a meeting to understand your specific situation and ensure you are comfortable with the service being offered. There is no charge for this meeting.
Once you give the OK to proceed, we will collect all the relevant financial info from you, analyse it in detail, and prepare the report. We also provide a follow up discussion to answer any questions you may have on the findings.
For more information about us, and to get in touch, please see https://ictwealth.com.au/about/
