Financial Health Assessment

Your journey to financial independence can only start when you understand where you are today – what your current financial condition is and what you want for the future. You may have an idea of where you’re starting and heading, or you may have a detailed plan already.


Our Financial Health Assessment is an objective tool for you to use in evaluating your financial situation right now.  As you examine your current position, don’t get caught in judgement about whether it’s good or bad.  It just is!  Use it as a starting point only – a place to begin your journey. You’ve done the best you can and by coming to this page you have decided that maybe it is time to make a fresh start.


Remind yourself the amount of money you have isn’t a reflection of who you are as a person.  Your feelings about money are just that, feelings about money.  Having money doesn’t make you a good person any more than lack of money makes you a bad person.  By responding honestly to the statements you will have a firm handle on what you have already done and what you need to do.


When you have completed the assessment determine if you would like some coaching support immediately and contact us to discuss details about an introductory coaching session.  If you are not quite ready to start a coaching program, you may like to make some changes on your own.  Choose the areas that you believe you will be able to address without too much of a stretch.  If you can make progress in one or two areas you are more likely to feel confident and positive about tackling some really tough issues.


Having a tick in all 26 boxes on the Financial Health Assessment does not mean you will be financially independent.  What it does mean is that you are well on your way toward that goal.


Contact Garry Triffett by phone 0402 457 948 or Email for an introductory Financial Coaching experience.