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Financial Health Check

This questionnaire allows you to provide information for us to assess your financial health and potential risks.

Step 1 of 7

14%
  • The financial health check will cover the following areas. While we recommend completing all questions, you may untick any of the following or skip questions which don't apply to you.
  • a) Are you confident you are contributing to the right superannuation fund and are invested in the right investment option?
  • b) Are you contributing extra to super?
  • c) Do you have a SMSF?
  • Do you think your SMSF is really working for you?
  • d) Do you think you're on track to have enough for retirement?
  • e) Would you like your retirement savings strategy and your super / pension investments reviewed?
  • a) Client (list amount)
    Life Cover (client)TPD Cover (client)Trauma Cover (client) 
  • Do you have income protection?
  • How much per month are you insured for?
  • What is the waiting period for your income protection?
  • If you claim, how long is the maximum period of time you will be paid for (benefit period)?
  • b) Partner (list amounts)
    Life Cover (partner)TPD Cover (partner)Trauma Cover (partner) 
  • Do you have income protection?
  • How much per month are you insured for?
  • What is the waiting period for your income protection?
  • If you claim, how long is the maximum period of time you will be paid for (benefit period)?
  • a) Do you have a home mortgage and/or investment property loan?
  • What is your home worth?
  • What is your approximate current mortgage balance?
  • What is the total value of your investment properties?
  • What is the approximate balance of your investment loan/s?
  • b) Do you wish to consider options such as a refinance or further borrowing?
  • c) Are you paying too much in fees and charges?
  • d) Are you satisfied with current lender?
  • a) Do you have a current Will?
  • b) Does your Will provide for the care of your children or the distribution of your financial assets to them?
  • c) Are you satisfied that the nominated beneficiaries in your Will/s, super accounts and life insurance policies will receive their inheritance in a tax effective way?
  • d) Have you appointed anyone as your Enduring Power of Attorney and/or Medical Power of Attorney?
  • a) Do you have shares or managed funds?
  • b) Are you regularly tracking their performance and suitability?
  • c) When was the last time these were reviewed on your behalf
    DD dash MM dash YYYY
  • Please feel free to add in any comments about this questionnaire or about things which you may wish to discuss with us.
  • Please check the box below should you wish to be added to our mailing list to receive regular industry updates and information.

Contact Obelisk TWB

1190 Dandenong Road
Murrumbeena, Victoria, 3163

P: (03) 9882 4155
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PRPIA Pty Ltd, trading as Obelisk TWB, as Authorised Representative of Partners Wealth Group Financial Advice Pty Ltd. AFSL 558563 | ABN 33 662 748 496 Principal address: Level 13, 636 St Kilda Rd Melbourne VIC 3004