Future-proof your finances.
The best time to invest was yesterday. The next best is today.
How can you maximise your savings to support the lifestyle you want in retirement? Do you have insurance or a will?
Identify what areas of your finances need more attention and kick-start a discussion of your financial situation with our Financial Advisor.
Now is the time to start good financial habits and reach your goals. Take the first step with our 5-minute Financial Health Check.
Financial Health Check
Our Financial Health Check is designed to help you to review your financial situation and start you on the path to receiving personalised, expert financial advice.
Take our Financial Health Check if you are looking for:
- a better structure for your current and future assets;
- strategies to reduce tax and gain greater control of your wealth;
- improved asset protection; and
- estate and succession planning.
Our 5-minute Financial Health Check will provide a snapshot of your current situation so that we can start a conversation with you about how you can reach your financial goals.
Once you have completed the Financial Health Check, hit “send” at the bottom of the page. One of our experienced team members will then review your responses and get in contact.
Thanks for visiting our Financial Health Check page.
We provide financial advice that is built specifically for you to help you make the most of your money, navigate the different stages of your life and achieve your goals.
Our process begins with taking the time to learn about your financial goals. We then undertake a thorough review of your situation and work with you to put in place a personalised plan to reach your goals. Once you have a plan in place, we will regularly review your progress to give you piece of mind that you will achieve your financial goals.
We believe in a wholistic approach to financial advice that encompasses an evaluation of all aspects of your financial life, including:
- ownership structures to maximise asset protection & tax efficiency;
- investment strategies and diversification;
- tax planning and estate planning arrangements;
- cash flows and financial buffers;
- loan structures and finance requirements; and
- strategies to minimise risks.
Email Address: email@example.com
Phone: 1300 328 855
Phone: 1300 328 855
Office Address: 902 Howitt Street, Wendouree, Victoria 3355, Australia
Postal Address: PO Box 2234, Bakery Hill, Victoria 3354
Phone: 03 97444522
Fax: 03 97447004
Office Address: 45 Hamilton Street, Gisborne, Victoria 3437, Australia
Postal Address: PO Box 270 Gisborne Victoria 3437
Tracey Hunter is an Authorised Representative (AR Number 330665) of Lifespan Financial Planning Pty Ltd (AFSL Number 229892)
With a passion for ensuring her clients wellbeing is always front of mind, Tracey strives to ensure her clients understand their businesses so they get the best results possible.