It will take only a few minutes to complete
Why this survey is worth your time.
Because building wealth is one thing. Ensuring it's well-structured for retirement, transition and legacy is another.
See the bigger picture
This assessment helps you step back and consider whether the different parts of your financial life are working together as they should.
Pressure-test your position
It offers a useful sense check on how well your current strategy may hold up as retirement, business transition or family priorities come into sharper focus.
Uncover what may be drifting
Even strong financial positions can develop blind spots over time. This is a simple way to spot areas that may deserve closer attention.
Think beyond accumulation
For many people in this stage of life, the key question is no longer just building wealth, but using it well, protecting it properly and transitioning it thoughtfully.
Consider the legacy piece
Estate planning, succession and wealth transfer often sit in the background until they become urgent. This assessment helps bring them into view earlier.
Know what to do next
Your result will give you a clearer sense of whether your current focus should be on strengthening, improving or refining your position with advice.
We have a passionate approach to helping our clients create the best life.
Hear what some of them have to say about working with us...
I’ve had an outstanding experience with Financial Foundations. The team is professional, knowledgeable, and genuinely committed to helping clients feel confident and supported in their financial decisions.
Michelle Harris
Our initial nervousness was quickly dismissed by their professionalism and personalised approach. They have advised and planned the best actions for our present circumstances and into the future. They have been approachable and we have no hesitation in recommending others to utilise their expertise.
Bernie Edwards
We would highly recommend Financial Foundations and appreciate all they have done for us over the years, which has resulted us in confidentially enjoying our retirement, knowing our money is in excellent hands of our advisors.
Dianna Appleby
Being a client of Financial Foundations I quickly realised how fortunate I was. Happy with my financial planner, exceptionally happy with my investment strategy along side the support and guidance that I wanted. More than happy with my investment returns and would recommend them as the “go to” financial planning experts.
David Llewelyn
We have used Financial Foundations now for almost 30 years. We have always found them to be very caring and understanding of our financial goals. The advice that they have provided has enabled us to live a very comfortable life as self-funded retirees. We have recommended their invaluable services to many over the years.
John and Terry Moore
I have found only exceptional, professional and caring service offered to me. I love how they care about me as a person, not just my finances. I always get off the phone feeling relaxed that my questions had been answered and also being assured it is never a problem for me to ring.
Diane Evans
