Financial health check request - it's free to check

We offer a complimentary health check of your current financial situation.  We will review the information you provide in the form below and ring you to set up a meeting to discuss your current financial situation and how we can assist you in meeting your financial and lifestyle goals.  Included is an overview of how financial planning helps people in your situation and we discuss a number of common strategies used to build and protect wealth.

To start the health check process please complete the form below, tick that you agree to the "Website Terms and Conditions" and forward the form by clicking the 'submit' button at the bottom.  The information you have entered will then be passed onto a qualified Financial Adviser who will contact you within one business day to make a time for your complimentary 30 minute introductory meeting.

Alternatively, if you would rather call to make an appointment with an advisor please ring (03) 9576 2445.

Please note: mandatory fields are marked with a red asterisk*.

  • Firstname *
  • Surname *
  • Email *
  • Phone Number *
  • Preferred contact time
  • Reasons for seeking advice
    e.g. financial coaching, retirement, investment, divorce, redundancy, new home, reducing debt
  • What events may affect your lifestyle over the next 5 years
    e.g. marriage, starting a family, buying a house, retirement
  • What lifestyle objectives are important to you
    e.g. building wealth, protecting your income, retirement lifestyle, starting a business
  • Terms & Conditions *

Once you have completed the form, tick the box above, and insert the image verification code below. Then click the 'submit' button to send your equiry to us.  Please note: mandatory fields are marked with a red asterisk.* If these fields aren't completed the system prevents the form from being sent to us.  Please call us if you need help.

We take your privacy seriously and will not give your email details to a third party without your consent. 
Please see our privacy policy under the "Website terms & conditions" tab below for more details.

 Website terms & conditions.

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Image Verification - Please enter these numbers into the field on the right 
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Christopher Lord, trading as Integrated Wealth Planning is an Authorised Representative of Charter Financial Planning Limited ABN 35 002 976 294 AFS License No. 234665, member of the AMP Group. Registered Office: AXA Australia Centre, 750 Collins Street (PO BOX 2830) Melbourne Vic 3001.

Information provided on this website is general in nature and does not constitute financial advice.  Every effort has been made to ensure that the information provided is accurate. Individuals must not rely on this information to make a financial or investment decision.  Before making any decision, we recommend you consult a financial planner to take into account your particular investment objectives, financial situation and individual needs.