Just like a medical check-up, your money and financial habits need a check-up too. By taking a look under the hood, you can dive deeper into where your money is going and check if you have control of your income and expenses. In a nutshell, this is making sure your financial well-being is in a good place.

Five benefits of completing a financial health check

• It provides a clear picture of your current financial status, helping you understand where you stand financially
• It helps you set clear financial goals by showing your current position against where you want to be
• Identifying potential financial issues early allows you to address them before they become significant problems
• With a thorough understanding of your finances, you can make more informed decisions about spending, saving, and investing
• Regular check-ups can give you confidence and peace of mind, knowing you are on track to meet your financial goals

Whether you’re planning for retirement, saving for a big purchase, or simply wanting to manage your money better, our financial health check will give you the guidance on what to do next.

Take control of your financial future and know your next steps

This information is of a general nature and is not intended as personalised financial advice. RIVAL Wealth is a Financial Advice Provider (FAP) licenced by the Financial Markets Authority to provide financial advice. Our disclosure document is located at rivalwealth.co.nz or a written copy is available on request