Get a clearer picture of your financial health in 15 minutes.
As a financial adviser, I’m often talking to people about their goals for the future. In many cases they have an idea of where they want to end up, they’re just not sure how they’re going to get there. Or if it’s even possible in their circumstances.
Helping people achieve their goals is one of the most rewarding parts of my job. But there’s a much more important step before we can worry about what’s happening 10, 20 or 30 years from now.
First, we need to establish where you’re starting from.
You might be surprised by how few people have a clear picture of their current financial position. But it’s really not that surprising when you consider the amount of time and effort that can go into financial management. It’s easy to put it on the back burner and keep it there.
The problem is, if you don’t have a clear picture of your current position, it’s hard to know what you could be doing better. Or where your biggest opportunities lie.
What is the Wealth Report?
At Jenbury Financial , we've developed a unique online tool that maps your financial position and produces your very own 'Wealth Report' in around 15 minutes.
By answering a few simple questions about yourself and your finances, you can end up with a single report that consolidates your individual financial information. This includes information about:
- Your work and income
- Your household and other expenses
- Your physical and mental health
- Your superannuation and other investments
- Your protection plan against sickness and injury.
Armed with your Wealth Report, you no longer have to guess about how you’re travelling financially. That makes it easier to identify any areas of potential improvement – such as opportunities to pay your home loan off faster, reduce your everyday spending or close any protection gaps.
Importantly, it also gives you a baseline you can use to measure against in the future, so you can keep an eye on your progress and see what you’re doing well (or not so well!).