Financial Health Check
Complete the following questions and we will get back to you with your complementary report. 
To make an appointment call: 0401 041 932 or
Email: catherine@camdenwealthadvisers.com.au
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Name *
Phone Number *
Email Address *
How confident are you that your current income meets your expenses *
How confident are you that your income is well structured and tax effective *
How confident are you that education and other future costs can be covered *
How confident are you that you are investing excess income effectively for wealth creation and tax effectiveness *
How confident are you that your income is secure *
How confident are you that you have a 5 year wealth creation plan in place *
How confident are you that you have a tax effective investment structure *
How confident are you that you understand the risk - reward trade off *
How confident are you that your current investments are achieving your goals *
How confident are you that you can sleep at night without worry about your investments *
How confident are you that your debts are well structured *
How confident are you that you have the right mix of personal and investment debt *
How confident are you that you have a strategy to eliminate personal debt in the shortest possible time *
How confident are you that your overall debt is appropriate for your life style *
How confident are you that your debt plan is regularly reviewed *
How confident are you that you have insurance that is comprehensive and appropriate to my circumstances *
How confident are you that you are paying the most comprehensive premiums *
How confident are you that you have an appropriate level of cover  *
How confident are you that your family would be well looked after if something happened to you *
How confident are you that your policies have been regularly reviewed *
How confident are you that I have clear retirement goals *
How confident are you that I have a clear understanding of your desired income in retirement *
How confident are you that you are on track to achieving your retirement income goal *
How confident are you that your retirement funds will last throughout your retirement *
How confident are you that your retirement funding strategy is structured in a tax effective manner *
I am confident that my will is up to date and reflects my current wishes.  *
I am confident that my assets will transfer to the right people, appropriately and tax effectively *
I am confident that I have someone I trust who can make financial decisions if I am unable to do so *
I am confident that my surviving family will find the appropriate documentation if needed *
I am confident that my family is aware of my medical and lifestyle wishes *
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