Finacial advice for families

Wealth Report

Check your wealth health for free

Want to see where the gaps are in your current financial position?

Want to understand what you need to focus on to reach your goals?

How do I get my personalised Wealth Report?

You can create your own obligation and cost-free personalised Wealth Report online in just 15 minutes, by following the instructions below.

  1. Click on the Link above "Start New Wealth Report"
  2. Follow the instructions to click and drag icons and enter your personal data to create your report

Our personalised Wealth Report may be just what you need to get your financial plans in order. 

If you are working hard, but find it difficult to know how you are tracking financially; think you could make savvy financial decisions but don’t have a clear picture of your assets and liabilities, or, have ever wondered how you fair compared to Australian averages in terms of savings, spending, home ownership and superannuation balances, this obligation and cost free report may be for you.

What’s it all about?

At Ironplan Financial, we can provide you access to a unique on-line tool that will map your financial position, consolidating your important information such as family structure, lifestyle, future goals, income, expenses, insurances and investments and collating it against Australian statistics, to give you a clear picture of your financial situation.  

The comparison against various Australian averages and statistics is designed to highlight some potential issues and opportunities you may need to do something about.   

How secure is the site?

Who sees the information?
You can feel confident that your information remains confidential and secure. The site owner, Avantek Pty Ltd, ABN 13 167 149 831 uses the same encryption and physical security that banks use to protect your private details. We are unable to view your personal information unless you select the option within the site to allow a qualified financial adviser from our team to view your data and contact you to discuss the outcomes.

Copyright | Ironplan Financial
Ironplan Financial Pty Ltd ATF The TNT Family Trust trading as Ironplan Financial 
Corporate Authorised Representative of Financial Services Partners Pty Ltd 
ABN 15 089 512 587 | AFSL 237590

The information within is general advice only, prepared without taking into account any of your individual objectives, financial situation or needs. Before acting on this advice you should consider the appropriateness of the advice, having regard to your own objectives, financial situation and needs. You should obtain a Product Disclosure Statement relating to products mentioned before making any decisions.

Website holds information for Australian Residents only.

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