What You Get for a $179 Financial Health Check Up

By: Financial Check Up  05-Apr-2012
Keywords: Financial Adviser, Health Check, Financial Health

  • A 1 hour session with an independent financial adviser with 24 years experience
  • A brief but moderately detailed report will be provided after the meeting*
  • Available anywhere in NZ by telephone or Skype
  • We check to see if there are some easy and early gains you can make  by “plugging leaks”
  • We check to see if you are making the most of your income and assets
  • We check if you are  wasting money and are unaware of it
  • We find a lot of people only  need one session a year or when your financial situation changes.
  • It can be a really revealing exercise

* our report is moderately detailed  but it is not  an in-depth financial plan (they commonly cost $500 to $2,000).

The information in this article was current at 27 Mar 2012

Keywords: Financial Adviser, Financial Health, Health Check

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05-Apr-2012

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