Financial Priorities Check

Explore Your Financial Priorities in Around 3 Minutes

Answer a few questions about your cashflow, debts, insurance, superannuation, retirement and estate planning. Your responses will help highlight areas you may wish to discuss with a financial adviser.

This educational check provides preliminary discussion points only. It is not a comprehensive assessment of your financial position or personal financial advice.

General information only. This content does not take into account your objectives, financial situation or needs. Consider its suitability for your circumstances and seek personal financial advice before acting.

Around 3 Mins Privacy policy & collection notice Discussion Points

Step 1 of 6: Cashflow (Gross Income & Reserves)0% Completed

1. Cashflow

2. Debt

3. Protection

4. Super

5. Retirement

6. Estate

Step 1: Gross Cashflow & Emergency Reserves

Your liquid reserve protects your family and assets against sudden shocks without triggering high-interest debt.

Gross Annual Household Income (Before Tax)

Combined annual gross salary, wages, and business distributions for all earners.

Do you receive rental income from investment properties?

Total Gross Household Income:$0/yr (~$0/mo)

If household income stopped tomorrow, how long would your liquid cash buffer cover living expenses?

Important Information:

This tool is for general information and initial discussion purposes only. It is not personal financial product advice. Any result should be reviewed with an authorised financial adviser before you make a financial decision. You should also consider relevant PDS/TMD documents before acquiring or changing any financial product.

General Information Only: This diagnostic tool provides general educational indicators based on standard financial planning benchmarks. It does not consider your personal objectives, financial situation, or needs.