Step 1 of 5 20% Financial GoalsPlease select the answer that best describes your current financial situation.1. Do you have any financial goals you are working towards? For example: buying a property, saving for a holiday, paying off debt*I haven’t set any goalsI don’t have enough money to set goals right nowI have a goal, but I don’t know how to achieve itI have at least one goal and I am on track to achieving itI have everything I want, I don’t need to set goals Income and ExpensesPlease select the answer that best describes your current financial situation.2. Are you getting all of the benefits and entitlements you are eligible for? Eg. Centrelink, salary sacrificing, child support*NoI’m not sureI am not entitled to any benefitsYes3. Do you know exactly what you’re spending your money on each week?*No, I’ve never really tracked my moneyI’ve got a fair idea of where most of my money goesYes, I know where all of my money goes4. Has your tax return been submitted for the last financial year?*NoI don’t need to do a tax returnYes DebtsPlease select the answer that best describes your current financial situation.5. How are you going with your loan repayments?*I don’t currently have a loanI am looking at applying for a loan in the near futureI’m falling behind on my repayments. I’m really worriedI struggle a bit. I have to juggle things and I’ve missed a payment on occasionsI can meet my loan repayments, but I might struggle if interest rates riseI always make my repayments. If interest rates rose by 3%, I’d still be able to make my repayments Asset and Wage ProtectionPlease select the answer that best describes your current financial situation.6. If you or your partner were unable to work for 6 months due to sickness or injury, would you still be able to pay your bills?*I would still receive an income. I have adequate income protection insurance/savings/another income sourceI’ve got some income protection insurance, but I’m not sure on the details of the coverI’d be in financial trouble if this happened Superannuation and RetirementPlease select the answer that best describes your current financial situation.7. Do you have more than one super fund?*Yes, but I have a good reason for having more than one fundNo, I only have the one super fundYes, but I don’t know how to combine themI don’t know if I have more than one super fundI don’t have any super8. Is your super on track to give you enough income when you retire?*Yes, my super is in good shapeYes, combined with the Age Pension my super and other investments will give me enough income, although more would be niceNo, I don’t have enoughI don’t know9. Approximately how many years off retirement are you?*I have a long way to go yet, I’ve not yet or only just started in the workforceI have approximately 30 years until retirementI have approximately 20 years until retirementI have approximately 10 years until retirementI am planning on retiring in the next few yearsI am about to retireI am already retiredEmail* To view your Financial Health Check Results please enter your email address.Your email address will be used for the sole purpose of producing your complimentary Financial Health Check Report. Your details will not be released to any third parties.PhoneThis field is for validation purposes and should be left unchanged.