Who this is for: Households wanting a clear starting point before committing to a full plan.
The assessment produces an indicative view of household financial health across five areas: savings rate, emergency liquidity, debt load, protection adequacy and goal funding progress.
Each area is scored and explained, so you can see where attention is required first and what a realistic improvement path looks like.
It is designed as a starting point — clear enough to act on, without requiring a full engagement.
Challenges this addresses
- No baseline measurement of financial health
- Improvement effort spread thin across areas
- Progress not tracked year to year
- Advice received without diagnosis
What the engagement includes
- Five-area diagnostic
- Indicative health score
- Priority-ordered observations
- Suggested improvement sequence
- Repeat assessment for tracking
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Family Protection Gap CalculatorQuantify the life cover shortfall against income replacement, liabilities and goals.Retirement Readiness CalculatorEstimate the corpus your retirement lifestyle requires and the shortfall today.Net Worth CalculatorA consolidated statement of what you own against what you owe.