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Financial Health Check

  • Our Financial Health Check gives you a clear picture of where you stand and where you’re headed.
  • We’ll discuss your cash flow, debts, super, investments, insurance and goals to uncover gaps and opportunities.
  • With the resulting clarity, we’ll be able to help define your goals and outline what you need to address to meet them.

How does it work?

1

Identify goals

Investing in your future means first identifying the goals and aspirations that motivate you. In other words, we chat about what a good life means to you.

2

Take stock of where you are

We take inventory of your current financial situation to gain insight into the opportunities that are unique to you.

3

Potential strategies

We translate your goals into steps that bring you closer to where you’d like to be. We broadly discuss potential strategies that can be used to achieve your goals.

4

Sounding board

We take time to ensure you understand exactly what investing in your future means. We provide a sounding board for discussing financial strategies or investments that you may think about pursuing.

5

Understand next steps

You’ll receive a summary document that outlines what was discussed with detailed next steps, and costs associated, if you proceed with a full financial plan. It empowers you to take action.

6

General Advice

Whilst this is a General Advice Session only (we can provide personal advice only once we’ve gotten to know you a lot better). We can answer any questions you might have outside recommending specific products or investments at this stage.

Is this right for me?

This is the perfect thing for you to gain:

  • Clarity: Understand exactly where your money stands and whether you’re on track.

  • Confidence: Spot gaps and opportunities so you can make smarter financial decisions.

  • Control: Walk away with practical steps to improve your financial future.

Testimonials

M
Maria
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Luke and his team and provided us with informed sound and professional advice which has helped us with our Super Fund and other financial matters. We highly recommend Advice Loop.

K
Kulraj
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Luke is like an extended family member who actually knows what he is talking about on financial issues! He has been great to deal with and is always a phone call away if I need any information.
I recommend the team at Advice Loop highly.

G
Graeme
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We recently had the pleasure of working with Luke Dean at Advice Loop, and I couldn’t be more impressed with the experience! From our first meeting, he took the time to truly understand our financial goals and provided tailored advice that was easy to understand.

What stood out to me was his transparency and dedication. He explained complex concepts in a clear manner and create a personalized plan that fits our needs.

Thanks to Luke, I feel more confident about my financial future. I highly recommend him to anyone looking for a knowledgeable and trustworthy financial advisor!

R
Rory & Catherine
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From our initial appointment through to execution of the Financial Plan, Luke and his team provided professional, thorough & personnel service in keeping with our age and financial goals.
The positive growth so far is most pleasing and we have no hesitation in recommending Advice Loop.

M
Michael
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Luke is excellent. Speaks on our level, gets our situation and goals, understands our strategy and is spot on with his advice. Highly recommend him and have referred family to him as well.

Looking for more?

What will I get out of a Financial Health Check?

During a Financial Health Check, you and your adviser will get to know each other and create an outline of the areas you need to address in order to achieve your goals. We won’t make any specific, personal recommendations (these come with a deeper level of analysis), but you’ll get a broad idea of what you’re doing well, where you can improve, and the areas you need to address in order to get yourself on the right financial track.

I’m looking for a full financial plan. How do I go about that?

The Financial Health Check is the starting point. Following this initial step, you and your adviser might decide that you are ready to progress to a more in-depth level of service. Your adviser can outline the services they would recommend for you and give you an idea of the timeline and associated costs. We will credit you back the cost of the Financial Health Check session, which will be deducted from the cost of the development and provision of any further planning and advice given.

I have questions before booking — can I talk to someone?

You can give us a call on 03 5976 8426 or leave an enquiry on our “contact us” page if you have some questions to ask before booking in.

I’m not sure if I need a financial adviser just yet — what should I do?

This is why we created the Financial Health Check as a first step towards sorting out your finances. Some people feel like they don’t need to go through the process of creating a full Financial Plan right now, and may just need some general expertise or guidance from an experienced Financial Adviser. So by paying a fixed, no-strings-attached fee for some initial guidance, this can fill the gap.