Financial Health Check

How do your finances shape up? Fill in our financial health check form to find out just how well your finances are doing and where you could improve

Are you looking to enter the property market soon? Do you want to reach financial independence? Are you planning for your retirement?

If you are looking to do any of these things it is imperative that you assess your current financial situation to determine how ready you are for the next step

Will you need a mentor to guide you? Do you require help with budgeting and managing your debt?

By filling in our financial health check form you will be better placed to understand your current financial situation and what steps you need to take, if any, to help you on the road to financial security and freedom.

Follow these four simple steps to receive our complimentary financial health check form

1. Submit your contact details below and a Financial Health Check form will be sent to you.
2. Complete the questionnaire designed to find out more about your current financial situation.
3. Submit the form to our team via email to invest@mbafs.com.au.
4. Our team will evaluate the results and get in touch to discuss possible areas for improvement, options and service costs.

Access the financial health check form instantly

Your privacy is important to us and AMP Financial Planning Pty Limited ABN 89 051 208 327 Australian Financial Services Licensee and Australian Credit Licensee No. 232706, which is part of AMP. You may request access to your personal information at any time by calling us on (08) 8357 3999 or contacting AMP on 1300 157 173. Information collected will be subject to AMP’s Privacy Policy. You can also contact us or AMP if you do not wish to receive information about products, services or offers available from us or AMP from time to time.

*Australian Bureau of Statistics Life Tables 2010-2012
**ASFA Retirement Standard December Quarter 2016