Financial Health Check

Financial Health Check
Financial Planning
Financial Health Check - Point B Planning

A financial health check ensures your finances are healthy

What is a financial health check?

Many people are familiar with the term* ‘physical health check’* and may visit their GP on a regular basis.

A financial health check is similar and just as important!

Financial planners can conduct a financial health check on your personal finances. Identify areas of weakness, areas for improvement and foresee dangers to avoid costly mistakes. Financial planners will use financial data to analyse your position, conduct forecasting and projections in order to give you personalised advice to achieve your goals. Goals can include clearing your home loan early, retiring early or just simply making your money work harder and getting you into tip top financial health.

So like your physical health, don’t let your financial health get out of control and speak to us today.

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