Wealth Index

This review tool allows you to assess the state of your total financial health.

Asset Protection

Do you have life insurance?

Do you have disability insurance?

Do you have income protection insurance?

Do you have critical illness insurance?

Have you calculated your insurance cover based on debt reduction and an amount to provide adequate income for your dependants?

Estate Planning

Do you have a valid up to date Will?

Do you have a Power of Attorney?

Have you planned for tax advantaged income for your dependants after your death?

Business Clients Only

If in partnership do you have a buy-sell agreement in place?

Is this agreement funded?

Is this agreement funded via superannuation?

Do you have a succession/exit strategy?

Do you have business overheads insurance?

Do you have key person insurance?