Take our free WealthCheck today to ensure you are maximising your financial situation.

Select the answer that best applies to you or skip any questions that aren't relevant for your circumstances. Once complete click the CALCULATE button and your score will be automatically calculated. You can then save the information and forward it to a Merideon Financial Adviser to see how they can help you improve and protect your family's long term wealth.

If you have any questions or would like to make an appointment, contact us on the details below.

No	Questions
About your situation
a. What is your age group? Select... less than 35 35 - 45 45 - 55 55 - 65 65 plus b. What is your employment status? Select... Employed Self employed or business owner Retiring or retired Unemployed c. Do you have dependents (spouse and/or children)? Select... No Spouse Spouse and children Children
Current Economic Environment
1	Do you have a thorough understanding of the current world markets and how they affect you?	Select... Yes No
2	Would you like to learn more of the opportunities that are available in the current market to increase your wealth? ^ No, I have a good understanding	Select... Yes No^
Foundations of Wealth
3	Do you utilise at least 30% of your income for building wealth or reducing debt? Calculate?	Select... No Yes
4	Do you have a team of advisers (accountant, Planner, solicitor, insurance adviser) working together on maximising your financial situation?	Select... Yes No
5	Do you have your debt structured to allow you to pay it off sooner?	Select... Yes No
6	Do you utilise diversification (spreading your money across a range of investments) to reduce your investment risk?	Select... Yes No
7	Did you know you have access to a range of strategies to maximise your after-tax cashflow and investment returns?	Select... Yes No
8	Do you understand the difference and benefits of negative gearing and positive gearing?	Select... Yes No
Superannuation
9	Do you have more than one superannuation fund?	Select... Yes No
10	Do you know how your super is invested and if this is appropriate to your situation?	Select... Yes No
11	Do you know you can purchase tax-effective life insurance through super?	Select... Yes No
12	Will you have enough superannuation to provide for your desired retirement? Calculate?	Select... Yes No
13	Do you understand the new rules around gearing in superannuation and how this help you achieve your financial goals?	Select... Yes No
14	Do you know at least 3 legal ways that you can access superannuation before you retire?	Select... Yes No
Protecting your family and lifestyle
15	Would your family be able to maintain its lifestyle and pay off debts if you were to die or suffer a serious disability? Unsure? Insurance Calculator	Select... Yes No
16	Do you have enough money set aside for emergencies, children's education or in case you or your partner is made redundant?	Select... Yes No
17	If you were unable to work for three months or longer because of an accident or illness outside of work, could you meet your living expenses, bills and continue your wealth creation plans?	Select... Yes No
18	If the partner who provides the majority of the domestic duties in your family was disabled, ill or died would your family have the funds to replace these services (do you even know how much this would cost)?	Select... Yes No
19	If something were to happen to me (or my partner), I know that my family and children will be looked after as I wish?	Select... Yes No
20	I have an up to date Will, Estate Plan and Power of Attorney in place?	Select... Yes No
Retirement
21	If you're close to retirement, which statement best describes you.. Statement 1= I have more than enough wealth available to meet my needs even if the unexpected happens. Statement 2= I will probably have enough to meet my needs as long as nothing bad happens Statement 3 = I dont feel I will have enough to meet my desired lifestyle.	Select... Statement 1 Statement 2 Statement 3
22	Do you know how much you'll need to have invested to enjoy the same lifestyle in retirement as you do now?	Select... Yes No
23	I am over 55 and utilising a Transition to Retirement strategy and have ensured I will receive the maximum entitled Centrelink benefit when I stop working.	Select... True False

If you would like to organise a Financial Planner to contact you about your situation, please complete the information below. You will be contacted within 2 business days.

Merideon Wealth Strategies would like to keep you up to date with relevant information, such as market reports, legislation changes, useful tools, articles and strategies to help you build and protect your family's wealth.