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Health Checks

Most sensible people look after their health.  It's not always easy and requires you at different times in your life to consult specialists who can help return you to good health or at least take action to improve your health.   To keep you in good shape your doctor can advise you on what to do, what not to do and when you should do things such as a checkup, new drugs and/or a change in lifestyle.
 

But what about your finances? This is an equally important area of life as it underwrites your family’s lifestyle and your ability to live your life as you want.  Some lucky people are born into wealth but for most of us we will need to take action to build wealth.  There are many different options available and different goals to be addressed.  Your goals will be different to your friends, family and others reflecting differences in your financial experience, outlook and stage of life. However, deciding on the best way forward can be daunting and confusing.  Many people decide (wrongly) that it's all to difficult and put financial planning in the too hard basket. Don't fall for this trap! Help is available.

 It's never to late to start as there are financial strategies for every stage of your life that will help you stay on track to meet your financial goals.

To help you get started we offer a complimentary health check of your current financial situation.  We will review the information you provide and ring you to set up a meeting to discuss your current financial situation.  At this meeting we will show you how we can assist you in meeting your financial and lifestyle goals.  If we can’t assist you we will also tell you and make suggestions on what areas you need to seek help on.  We will also give you an overview of how financial planning helps people gain control of their financial health and discuss a number of common strategies used to build and protect wealth.

All you need do is fill in the online Health Check Form and we will be in touch shortly to arrange a meeting and get you started in understanding your current financial position and the areas where you need to seek help.

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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.