First Wealth

Business & Investment Education

How Healthy Is Your Business or Financial Knowledge?

Gain clarity, identify knowledge gaps and take your next step with confidence through a professionally reviewed FirstWealth Health Check.

Your progress begins with understanding where you are today. Our guided health checks combine structured assessments with personalised coaching or educational discussions to help you identify strengths, challenges and opportunities for improvement.

Free Tools · No sign-up needed

Know Where You Stand

Personal Finance

Financial Health Score

Answer 9 quick questions and get a personalised 100-point score across Cash Flow, Savings, Emergency Fund, Debt and Wealth Stage.

100-pt
personalised score
5 pillars
assessed in detail
2 mins
to complete
Get My Financial Score
Business

Business Health Score

Answer 10 quick questions and get a score across Strategy, Operations, Finance, Marketing and Team.

100-pt
personalised score
5 pillars
assessed in detail
2 mins
to complete
Get My Business Score
Business coaching strategy session
Business

Business Health Check

Understand Your Business. Strengthen Your Strategy.

$249AUD incl. GST

Package includes

  • Online business assessment questionnaire
  • Professional review by a FirstWealth business coach
  • One-on-one 60-minute online consultation
  • Business health scorecard
  • Written business improvement action plan
  • Three priority areas for improvement
Already booked? Start questionnaire
Financial investment education and literacy
Most Popular
Investment Education

Investment Readiness & Education Check

Build Your Investment Knowledge Before Making Decisions.

$199AUD incl. GST
Educational service only. This is not a financial planning consultation, investment suitability review, portfolio review or personalised investment strategy.

Package includes

  • Online investment literacy questionnaire
  • Human review by a FirstWealth educator
  • One-on-one 45-minute online educational consultation
  • Financial literacy scorecard
  • Written educational summary
  • Learning priorities and educational resources
Already booked? Start questionnaire
Best Value

Combined Health Check

Both assessments. Two consultations. Two reports.

$399AUD incl. GSTSave $49

Everything in both the Business Health Check and the Investment Readiness & Education Check, delivered as separate assessments with their own consultations and written reports.

  • Business assessment questionnaire
  • Investment literacy questionnaire
  • 60-minute business consultation
  • 45-minute investment education consultation
  • Business health scorecard
  • Financial literacy scorecard
  • Written business improvement action plan
  • Written educational summary

How It Works

Your Health Check Journey

  1. 1

    Select your health check service

  2. 2

    Complete the relevant online questionnaire

  3. 3

    Review scope, pricing, privacy notice and terms

  4. 4

    Pay securely online

  5. 5

    Select your available online consultation appointment

  6. 6

    FirstWealth receives your questionnaire for human review

  7. 7

    FirstWealth conducts your one-on-one session

  8. 8

    FirstWealth prepares and approves your written report

  9. 9

    You receive your completed report securely

Not sure which check is right for you?

Get in touch and we’ll help you choose the right starting point for your goals.

Book a Discovery CallContact Us

Important notices

  • All prices are in Australian dollars (AUD) and include GST where applicable.
  • The Investment Readiness & Education Check is an educational service only. It is not a financial planning consultation, investment suitability review, portfolio review or personalised investment strategy. FirstWealth educators are not licensed financial advisers.
  • FirstWealth does not guarantee financial returns, business profits or investment success.
  • Cancellation and rescheduling terms apply in accordance with Australian Consumer Law. Please review our Terms & Conditions before booking.
  • Your personal information is handled in accordance with our Privacy Policy and the Australian Privacy Act 1988.