For All Clients

Financial Health Check

Please select your employment status to view the questions

Hugh Robertson from Centaur Financial Services would like to get an overview of any concerns you have regarding your financial circumstances.

Your privacy & security are important to us. Your data will be stored and used in accordance with the AAN financial services guide and privacy policy.

You should review these documents before proceeding.

Your Details

Please answer each question below on a scale of 1 to 4 or N/A as follows:

1. My Income Plan

How confident am I that...

2. My Investment Plan

How confident am I that...

3. My Debt Plan

How confident am I that...

4. My Risk Plan

How confident am I that...

5. My Retirement Plan

How confident am I that...

6. My Estate Plan

How confident am I that...

Hugh Robertson from Centaur Financial Services would like to get an overview of any concerns you have regarding your financial circumstances.

Your privacy & security are important to us. Your data will be stored and used in accordance with the AAN financial services guide and privacy policy.

You should review these documents before proceeding.

Your Details

Please answer each question below on a scale of 1 to 4 or N/A as follows:

1. My Income Plan

How confident am I that...

2. My Investment Plan

How confident am I that...

3. My Debt Plan

How confident am I that...

4. My Risk Plan

How confident am I that...

5. My Retirement Plan

How confident am I that...

6. My Estate Plan

How confident am I that...