Wealth Index

This review tool allows you to assess the state of your total financial health.

Asset Protection

Do you have life insurance?

Do you have disability insurance?

Do you have income protection insurance?

Do you have critical illness insurance?

Have you calculated your insurance cover based on debt reduction and an amount to provide adequate income for your dependants?

Estate Planning

Do you have a valid up to date Will?

Do you have a Power of Attorney?

Have you planned for tax advantaged income for your dependants after your death?


Do you have only one superannuation fund?

Are you aware of how much super you will have at retirement?

Are you contributing additional amounts to super for you or your spouse?

Do you fund insurance for death and disability via your super?

Do you pay no contribution fees?

Have your personal super funds been reviewed in the last 12 months?

Self Managed Super Only

Do you have a trust deed?

Do you have a documented investment strategy?

Is your fund compliant?

Are you aware of the total pa costs of running your fund?


Apart from your home and super do you have other investments?

Are your investments in line with your risk profile?

Do you rebalance your investments regularly in line with your risk profile?

Have you formally reviewed performance in the last twelve months?

Are your investments aligned to your lifestyle goals?

Are you diversified across all asset classes?

Are your investment returns in line with your expectations?

Business Clients Only

If in partnership do you have a buy-sell agreement in place?

Is this agreement funded?

Is this agreement funded via superannuation?

Do you have a succession/exit strategy?

Do you have business overheads insurance?

Do you have key person insurance?