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(*)
Please enter your first name.

Last Name(*)
Please enter your last name.

Please enter a valid email address.

Please enter your phone number.

Preferred contact method(*)

Please select a preferred contact method.

Topics of interest

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

Invalid Input

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

Invalid Input

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

Invalid Input

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.

Invalid Input

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

Invalid Input

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.

Invalid Input

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

Invalid Input

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.

Invalid Input

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.

Invalid Input

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.

Invalid Input

  RefreshIncorrect captcha code


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

A very experienced team

The team from 360Private have been providing auditing and financial services to our Group of Companies for over 20 years.

We have remained a client over the duration as there has always been a very experienced team of diligent and reliable specialists available, uniquely qualified to support us in our engagement.

Read more ...