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How Healthy are your Personal Finances?
Would you like to feel 100 percent confident in your financial strategy?
But does trying to find a trustworthy financial adviser sound all too hard?
Would you like to see a checklist showing where you can make big gains?
If so, then this Financial Health Check-up is perfect for you.
Do you actually need financial advice?
"It’s something that’s always in the back of my mind & by doing the Health Check I’ve now got direction into taking the first steps to improve my situation. Thanks for empowering me to change for the better!"
Holly Rutter
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When you are very new to obtaining financial advice it can be quite overwhelming. In the first instance you may even be wondering if you actually need advice. And if that’s what your thinking then you may be hesitant to spend much money and time meeting with an adviser just to find out if you actually need advice.
That’s why I created this online Financial Health Check-up to help you take the first step without investing much time or money.
You may also be wondering...
If you are very new to obtaining financial advice then you may also be wondering:
- Am I making the most of my current income and assets?
- Is there anything that I am not fully aware of but could help me accelerate my journey to financial independence?
- Am I wasting money hand over fist in my existing investments and I don’t even know it?
- What good behaviours should I keep doing?
A comprehensive Financial Health Check-up will reveal all
Before you launch into the detailed world of investing and wealth creation it is very helpful to start with a big picture view.
There are probably places you can make some early, easy gains by plugging leaks. And maybe there are aspects you didn't know you needed to know...
Completing a quick but thorough once-over analysis before you start gives you a map of the territory into which you are about to embark. That's much better than flying blind, don't you think?
After all, it's your money - do you really want to waste it by travelling inefficiently?
What you get in this thorough personal check-up
After completing the comprehensive 26 questions in this online check-up you will discover:
- What positive financial behaviours you should maintain, because they are working well for you.
- The areas of wealth creation that are unhealthy and could become a disease that eats away at your financial future
- The benefit of improving your financial health in those areas
- A percentage measure of your overall financial health
The check-up concludes with a comprehensive personal report and links to resources to help you act immediately to improve your financial health.
It’s personal
The report you receive is tailored to you and driven by how you answer the questions.
In fact, you won’t be asked some of the questions based on your answers to previous questions.
It’s much better than seeing an adviser
I am a Certified Financial Planner and this is the same process I use when I first meet people to assess if I can add value to their situation. So, upfront I admit that you could get this same information by meeting with a licensed financial adviser for about an hour or two.
It’s very quick
But, wouldn’t you rather know if you need advice after only 7 minutes of your time?
That’s about how long it takes to complete all 26 questions and receive your comprehensive report.
It’s a bargain compared to seeing an adviser
As well as saving you loads of time the online financial health check-up can save you loads of money. Many financial advisers charge between $200 to $300 per hour for an appointment. You will receive a comprehensive, personalised report for a fraction of that - just $37.
Ok, so you’ve seen the ads that offer a “free” initial session with an adviser. Do you think an adviser really will reveal all of this information for free? And
are the meetings really free or are there strings attached?
No strings attached
Many people tell me that contacting advisers to book appointments can be a daunting experience. And the meetings can make them even more uneasy.
They feel nervous that they could get ripped off, or somehow convinced to buy something they don’t need.
Or conversely they feel that because the adviser has done so much work for them for “free” or low cost that they are obliged to proceed even though that makes them uncomfortable.
You don’t have to worry about that with this online financial health check-up. There are no strings attached.
It’s private
Your financial information is very personal and understandably you may not want to share it with a stranger.
That’s why I worked with my programmer to ensure that your information and results are kept private. Your name and your financial information and not kept together.
After you purchase the financial health check-up you will separately be sent (by e-mail) a unique password. You enter the password to complete the check-up. But, when creating your personal report the password is not stored with your information.
The only way I or anyone at FINDRE can find out your personal financial information is if you purposefully send it to us at a later date.
This information is powerful
Being armed with this information when you first contact an adviser will be powerful.
You can use the insights into your financial health to ensure that you get great advice aligned to what you need.
Plus you can even cross-check their initial analysis of your needs with the results of the report.
- If they are similar then it is a tick in the box towards building trust in their future advice.
- If they are different you can use the report to ask probing questions and really test their competence before handing over any money to them.
Created by an award winning adviser
When you search the internet looking for information on how to manage your money and create wealth you are overwhelmed by sites. It seems that every man and his dog is publishing a blog on their own wealth creation journey. The problem is that most of them have no formal qualifications and are not licensed – they say so on their sites.
You can rely on the results of this online financial health check-up as it was created by licensed adviser, Matt Hern. Here is a bit more about me:
- I hold the highest financial planning designation of Certified Financial Planner (as awarded by the Financial Planning Association of Australia.)
- I have twice been awarded membership of the Financial Planning Masterclass as voted by the Australian Financial Review Smart Investor (2007 and 2004)
- I have over 7 years experience in the financial advisory industry
And as I mentioned earlier, I developed this online financial health check-up to mirror the diagnostic process I use in my initial conversations with clients. It is authentic and comprehensive.
Bonus Gift – Risk Tolerance Report
When investing it is essential to have a clear understanding of your tolerance of investment risk. If you don’t then your expose yourself to the following situations:
- Investing in lower risk assets than you can tolerate. Consequently over the long term you end up poorer because you have missed out on potentially higher investment returns.
- Investing in higher risk assets than you can tolerate. Consequently your quality of life is affected as you stress about market movements that are more erratic than you want them to be. It’s like riding a roller coaster that is bigger and faster than you wanted.
You may have seen the brief multiple choice questionnaires that are included in the Product Disclosure Statements (PDS) of superannuation and other investment products. They supposedly help you assess your risk profile but they are badly flawed as a scientific tool.
They are flawed for a number of reasons: too few questions (20-25 are needed), they are inconsistent and inaccurate, and the questions do not measure what they suggest they are measuring. Don’t rely on such questionnaires as the basis for your investment decision.
One of the only risk tolerance questionnaires I have seen that has been rigorously constructed by experts in psychological assessment is the FinaMetrica questionnaire.
You get to complete a comprehensive risk tolerance report from FinaMetrica as a special bonus. This is valued at $22 if purchased directly from FinaMetrica.
The risk is all on me – 100 percent money back guarantee
I am extremely confident that this financial health check-up will help you to take steps forward to owning your financial future. So I am giving you a 30 day, 100 percent money-back guarantee.
If you are not satisfied that these valuable resources have raised your awareness of ways you can boost your wealth and increased your knowledge of how to do so, then any time within 30 days of completing the questionnaire you can receive a full refund.
There’s nothing else like it on the internet
I keep my eye on the internet to see what great tools other professionals develop so that I can share those tools with my clients and newsletter subscribers.
I have not yet found anything this comprehensive or personalised on the internet.
But, if within three months of completing the questionnaire you find a tool you feel is more comprehensive and personalised then please tell me about it and I will fully refund your money.
The risk is all on me
You have nothing to lose by investing in this financial health check-up but potentially hundreds of thousands of dollars to gain when you apply the knowledge.
Act now to get your wealth working hard for you
When your income and assets are not working hard for you every day that passes you are leaving money on the table. Perhaps hundreds of dollars a day. That lost money translates to lifestyle choices you may no longer have.
Conversely, having the knowledge now puts you firmly and squarely in the drivers seat to making today the poorest day of the rest of your life. And it opens up a world of possibilities for the lifestyle you could lead.
Don’t wait until something happens and lament “why didn’t someone tell me?”
Act now to take control of your financial future.
It’s easy
Order your online financial health check-up here now. It’s just $37, including GST.
And you are backed by the 100 percent, money back guarantee.
Here’s what will happen when you order:
- You will be asked to complete your credit card payment details
- Your order will be instantly and securely processed by PayPal
- Once your payment is completed you will automatically be sent your unique password by e-mail
- The e-mail will contain a link that directs you to where you enter your password
- You complete the questionnaire – it only takes around 7 minutes
- You personalised, comprehensive report is instantly displayed on screen for you to print and keep.
- On the next business day we will send you a password and instructions for completing your free bonus, FinaMetrica Risk Tolerance report.
Make today the poorest day of the rest of your life and order your financial health check-up now.
But, if you are still unsure send me an e-mail with your question to enquiry AT findre DOT com DOT au.
 Sincerely
Matt Hern
Certified Financial Planner
P.S. Remember that this financial health check-up is private, very quick (takes 7 minutes), comprehensive, personalised and has no strings attached.
P.P.S. Oh and also remember that the risk is entirely on me as I offer you a 100 percent money back guarantee
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Matt Hern trades as FINDRE
(Empowered Wealth Pty Ltd t/as)
Office: 12/76 Canning Highway, Victoria Park, WA 6100, Australia
Postal: PO Box 80, Victoria Park, WA 6979, Australia
Phone: 1300 669 101, Fax: 08 9463 7848
Website: www.MattHern.com.au
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