Financial Health Check • Fitzpatrick Group

Your Free Financial Health Check

Fill out our Financial Health Check to get your financial health assessed.

First Name
Last Name
Would you like your mortgages reviewed to see If you are able to save money?*
- Yes
- No
Would you like to learn about how you can use your equity to create wealth and maximise your tax returns?*
- Yes
- No
Are you happy with your current retirement savings and investments?*
- Yes
- Unsure
- No
Do you know how much you need for retirement and are you on track to get there?*
- Yes
- Unsure
- No
If your income suddenly stopped due to serious accident or illness, could your family still pay your mortgage or rent, and cover current living expenses?*
- Yes
- Unsure
- No
- If any of these questions have raised interest or concern, would you like our financial adviser to contact you for a complimentary ten minute chat?
Phone Number*
Best time to contact*