Financial Position Reporting Tool

Financial Position Reporting Tool

Your Name *

Your Email Address *

Your Phone Number

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Please select your relationship status

Married

Married

De Facto

De Facto

Engaged

Engaged

Single or Dating

Single or Dating

Divorced

Divorced

Widowed

Widowed

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Do you have any children?

No Children, no itentions

No Children, no itentions

No Children, with intentions

No Children, with intentions

Children on the way

Children on the way

Children at home

Children at home

Children moved out

Children moved out

Mix of home and moved out

Mix of home and moved out

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Are you employed?

Employed Full Time

Employed Full Time

Employed Part Time or Casual

Employed Part Time or Casual

Unemployed

Unemployed

Self-Employed

Self-Employed

Student

Student

Retired or Pension

Retired or Pension

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Next

What are your living arrangements?

Free Boarding

Free Boarding

Paid Boarding

Paid Boarding

Shared Renting

Shared Renting

Renting

Renting

Own Home with Mortgage

Own Home with Mortgage

Own Home

Own Home

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Next

What do you own?

Just basic possessions

Just basic possessions

Household Items and Car

Household Items and Car

Moderate Property Equity

Moderate Property Equity

Toys and Investments

Toys and Investments

Big Investments

Big Investments

Big Toys and Big Investments

Big Toys and Big Investments

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Next

What do you owe?

Debt Free

Debt Free

Insignificant Debt

Insignificant Debt

Small Debt

Small Debt

My Debt is manageable

My Debt is manageable

Repayments are a headache

Repayments are a headache

In over my head

In over my head

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Next

What do you earn? (Count your partner's income if you have one)

Under $20000

Under $20000

$20000 to $50000

$20000 to $50000

$50000 to $80000

$50000 to $80000

$80000 to $120000

$80000 to $120000

$120000 to $200000

$120000 to $200000

Over $200000

Over $200000

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Next

What do you spend?

I try to make ends meet

I try to make ends meet

I save a lot

I save a lot

I spend a lot

I spend a lot

I spend too much

I spend too much

I am balanced

I am balanced

I have more than enough

I have more than enough

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Next

What are you planning for the next 5-10 years?

Unsure

Unsure

Holidays and Toys

Holidays and Toys

Lots of Investment

Lots of Investment

Running a Business

Running a Business

Downsizing

Downsizing

A relaxing retirement

A relaxing retirement

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Next

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Australian Credit Licence Number 12345. Any advice provided here is general advice only and has been prepared without taking into account your unique situation. Please consult with us and consider the appropriateness of this advice before acting on it. If any products are detailed on here, you should obtain a Product Disclosure Statement relating to the products and consider its contents before making any decisions.