Financial Healthcheck

Not sure if you need to talk to an IMBFP Financial Planner? Take this 60 second health check:

1. Are you confident you know how new super rules apply to you?
2. Do you know how to access ALL the government benefits that may be available to you either at retirement or in the case of redundancy?
3. Do you have a plan for passing on your estate in an orderly & tax-effective manner?
4. Do you know how much money you need in retirement?
5. Do you know which investment has the best level of return with the right level of risk for you?
6. Have you diversified effectively so you aren’t vulnerable to a down turn in an asset class like property?
7. Do you know how to work and access your super at the same time?
8. Do you know how to reduce tax and increase your super without affecting your current lifestyle?
9. Are you aware of how the new restrictions on super could impact your ability to accumulate super?
10. Have you protected your income, assets & family with enough of the right type of insurances?

If you answered NO to any of the above questions, you could benefit from our free financial assessment. This in-depth examination of your circumstances is completely obligation free and will outline opportunities to maximise your wealth and help you reach your financial goals.

Talk to an IMBFP Financial Planner today.

^{The information presented on this webpage is of a general nature and is not intended to be relied upon as a substitute for financial advice. IMB Financial Planning has not taken into consideration your individual circumstances, objective or needs. It is important for you to consider these matters and read any applicable terms and conditions or PDS before making an investment decision. Copies of these documents can be obtained from IMB Financial Planning Ltd by calling (02) 42 62 9050. ABN 23 094 730 195  AFS Licence No. 234660}