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