Skip to content

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

K
Kulraj
star ratingstar ratingstar ratingstar ratingstar rating

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.

C
Chris
star ratingstar ratingstar ratingstar ratingstar rating

I am extremely happy with the advice and service I received from Luke and Enisa at Advice Loop. Their advice and management of my savings has made me feel so much more secure as I approach retirement. I highly recommend Luke and his team to anyone looking for a financial advisor.

J
Jai
star ratingstar ratingstar ratingstar ratingstar rating

Luke and the team at advice loop are the absolute best in financial planning. We came to him with a scenario and multiple issues and from our first consultation, Luke was already solving all our problems. We never could have completed the finanical changes and improvements without Luke and the team. We will continue to work with them for years to come. We can’t recommend them enough

K
Kristen
star ratingstar ratingstar ratingstar ratingstar rating

Used these guys to set up our SMSF. We were recommended to them from our accountant. Everything went to plan, ran smoothly. We gained knowledge and appreciated their honesty. Would absolutely recommend in the future.

R
Rory & Catherine
star ratingstar ratingstar ratingstar ratingstar rating

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.

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.