360Private

Financial health check

Use our financial health check to touch base with us and take the first step in ensuring your finances are as healthy as they can be. Simply complete your details and tick any and all boxes that are of personal interest to you, and we will be in touch to arrange an initial appointment with you at our expense.

Contact details

First Name(*)
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Last Name(*)
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Email(*)
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Phone(*)
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Topics of interest

Tick the boxes for each topic you would like advice on, you may choose multiple topics.

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I would like to know if my current superannuation strategy is going to enable me to have the lifestyle I want in retirement.

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I would like to know which investments are best for me.

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I would like assistance in managing my cash flow, consolidating my debts, knowing the difference between good debt and bad debt, and setting up reasonable steps so that I can reach my goals.

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I would like help with mitigating my taxation obligations and identifying opportunities for growth, either at a business or individual level.

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I would like to make sure that I have the correct levels of insurance, and the right kinds of policies in place to ensure that my lifestyle and my family are protected should anything happen to me.

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I would like to buy a house, or would like to make sure that my current mortgage is the best one for me.

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I would like to make sure that my final wishes are carried out and that my family will be left financially sound in the event of my death.

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I would like to retire within the next 10 years and would like to make sure that I am taking advantage of every opportunity I have to maximise my financial security in retirement.

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I don’t feel that I’m ready to take any big steps now, but I’d like to make sure that I’m setting myself up so that I can achieve everything I want in the future, whether that be saving for an overseas holiday, or a wedding, or whether that involves making some lifestyle changes over the next few years. I want to get this right!

Additional information

If you have any further queries not already covered above, please let us know in the box below.

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Financial health check

Whether it be a query about superannuation, investments, insurance, mortgage or any other financial based questions, get 360Private to check on your financial health.

Client testimonials

We've relied on them for over 30 years

We have relied on the Team at 360Private for accounting and financial advice for over 30 years. Their sound strategy enabled our investments to perform well even through the Global Financial Crisis and we have benefitted from their knowledge of taxation law and superannuation. On a day to day level, we are always able to get prompt replies to any accounting matters relating to our business and everything is explained in language we can understand, rather than in "accountant speak". Our children now have their own businesses too and they also rely on 360Private.

- Sandra Haese, Director, Haese Mathematics

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