Financial Health Check
Map your financial goals
Use my goal-mapper tool to complete a free financial health check, with hints and tips to help you plan for the future. This interactive session will help you reflect on key financial priorities, like your home, retirement, family and loved ones. You can also take stock of where you are with wills, powers of attorney, financial protection and monthly budgeting.
Simply enter some basic details about yourself and your partner, if you have one, then select your main life goals. Play around with the retirement spending calculator and get a sense of whether or not you’re on track to retire when you’d like to.
Once complete, I’ll send you a detailed report with a summary of your goals, together with information to help you become more financially prepared for the future.
Start your financial health check
GroWiser Financial Coaching is a trading name of Wellstech Financial Ltd. Registered in Scotland, company number SC491686. Registered address: 18 Knowesley Park, Haddington, East Lothian, EH41 3TB.
We are not regulated by the Financial Conduct Authority and will never recommend or provide opinion on the suitability of financial products such as pensions, investments, insurance contracts, or debt arrangements. We can help you understand your relationship with money and plan for your future financial peace of mind, but we are not a financial intermediary. If you need specific advice, you should seek the services of a regulated financial adviser or a regulated debt counsellor.
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