Free Financial Health Check

Obligation Free
We firmly believe that everyone should have access to impartial financial advice from experienced professionals. That's why when you purchase a Simonds home we'll offer you the opportunity to receive a no obligation free financial health check. Your financial situation will be assessed and a personalised financial strategy prepared to meet all your current and future financial objectives.

But first, ask yourself the following questions:

Insurance
  • If you stopped working due to illness or injury, could you still afford your mortgage and living expenses?
  • Do you have sufficient insurance to cover your family's needs should something happen to you?

Superannuation
  • Do you know where all your superannuation is and how it is invested?
  • Do you know how much you will need to fund your retirement?

Investments
  • Do you understand which investments are appropriate based on your risk tolerance?
  • Do you understand how diversification can lower your investment risk?

If you answered NO to any of the questions above, then you should consider our no obligation free financial health check with our impartial financial advisory partner. Participation in the financial health check will assist you to ensure all your financial bases are covered.

Your questions answered
Q: What is this free financial health check offer all about?
A: When you purchase a Simonds Home you will be offered the opportunity to have a free financial health check that will cover your personal situation with regard to:
  • Income protection insurance
  • Life & Total Permanent Disablement insurance
  • Trauma insurance
  • Superannuation
  • Investments
Q: Is there any obligation to proceed if I accept the offer of the free financial health check?
A: No, there is no obligation to accept any of the recommendations that may be made to you.

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