Financial health check

In just a few minutes, you’ll see how you’re doing and whether you need help in any areas. By having the full picture, you can take control of your finances and feel more confident about the future.

Select the answer that best applies to you, skipping any questions that aren't relevant for your circumstances. Your scores will be automatically added.

If you have any questions or would like to arrange a complimentary consultation with a financial planner near you, contact us.

Building wealth
Super strategies
Protecting your family and lifestyle
Planning ahead

Score 18+

You seem to have many aspects of your financial health in good shape, but could still benefit from a comprehensive review.

A financial planner can help explain how you can make the most of these financial strategies, and help you implement them if they’re right for you.

  • Request a complimentary planner consultation

Score 17 or below

It looks like you have a few questions you'd like answered, so it could be a great time to review your financial decisions.

A financial planner can help explain unfamiliar financial planning strategies, and help you implement them if they’re right for you.

  • Request a complimentary planner consultation

Important information: This advice may not be suitable to you because it contains general advice that has not been tailored to your financial circumstances. Please seek personal financial, tax and/or legal advice prior to acting on this information. Our financial planners are Representatives of National Australia Bank Limited ABN 12 004 937, an Australian Financial Services Licensee. Registered office Level 4 (UB4440), 800 Bourke Street, Docklands, VIC 3008 and a member of the National Australia Group of companies.

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