Take control of your financial security by signing up for a FREE FINANCIAL HEALTH check-up today

Receive Your Free Financial Health Check-Up

The decisions we make today are the ones that will shape our financial security in the future. Regardless of where you are at in terms of your investment journey, our financial health check-up will focus on how efficiently your capital is working for you.

Are your current investments and financial products likely to help you achieve your investment objectives? Are there alternatives that could represent better value or potentially offer superior returns? Is there a more sustainable path towards realising your goals? With our free financial health check-up, we can help you take control of your financial security.

What is involved in our free financial health check-up?

As part of our financial health check-up, some of the key areas we focus on include:

An analysis of your existing investment portfolio​

Benchmarking your current mortgage rate

An assessment of your life insurance policy

Evaluation of your superannuation strategy

How can a financial health check-up help me?

Nothing is more important than assessing whether you are still on track to achieve financial security. A financial health check-up plays an integral role in this process and should be undertaken on a periodic basis.

We’ll ask you to help us understand your financial objectives, as well as your current lifestyle and any changes that you anticipate may impact your financial standing. With this information, we will assess whether you are on track to achieve your financial goals, while also identifying suggestions that may help better align your investments and financial products with your goals.

We will also pinpoint any potential areas of concern so that you can address these issues today, while you still have time on your side. Ultimately, this means reducing any unnecessary fees and understanding the right products and investments that will meet your needs.

If you’d like to receive your free financial health check-up, just fill out the details below and we’ll be in touch.


T: 02 8379 1868​

E: info@kauriam.com.au

Physical Address

Level 8, 25 Bligh Street

Sydney 2000, NSW


Postal Address

GPO Box 2348

Sydney 2001, NSW


Important Documents
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© 2020 Kauri Asset Management

Castlereagh Financial Group Pty Ltd ABN 76 604 407 516 Trading as Kauri Asset Management is a Corporate Authorised Representative (No. 1275519) of AFSL Holdings Australia (AFS License No. 460 940). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs except in circumstances where you have provided your personal financial details via our online application process and received a Statement of Advice from us. Before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us. © 2020 Kauri Asset Management