Personal Financial Health Check
7 pillars · 32 questions · score out of 100
About 8–10 minutes. Your answers are saved as you go.
Privacy Collection Notice
First Wealth (ABN 40 703 389 824) collects the information in this questionnaire to prepare your Financial Health Check consultation. Your information is handled in accordance with the Privacy Act 1988 (Cth) and our Privacy Act 1988 (Cth) and our Privacy Policy.
This is general financial education. It does not consider your full objectives, financial situation or needs, and it is not personal financial product, credit, tax or legal advice. No financial products are recommended.
We do not collect bank statements, tax file numbers, identity documents or brokerage account records through this form.
About you
These profile questions are not scored. They tailor your report and coaching recommendation.
Age(optional)
Household(optional)
Housing(optional)
Rough household income (per year, before tax)(optional)
Context only. Income alone doesn't determine financial health.
Main work situation(optional)
Do you run, or plan to start, a business?(optional)
If you do, we'll note it in your coaching recommendation.
Main goal for coaching(optional)
Helps us suggest which FirstWealth coach to start with.
Your responses are stored securely and used only to prepare your consultation. Privacy Policy