The Virtual Adviser – Give Your Personal Finances a Summer Health Check

The summer months are often a good time to take the opportunity to take a step back, rest and evaluate where you are heading for the remainder of the year.

This is no different for our finances and whether you have a specific investment goal in mind, want to take stock of your overall financial situation, review your assets, set up or consolidate your pensions, take out a mortgage or have other finance related issues, taking a few moments to complete a financial check-up can help ensure that your finances are where they need to be for the remainder of the year.

What is a Financial Health Check?

A financial health check is an essential and helpful tool that allows you to take control and make your finances work for you by working out what is working well and what needs some additional advice and support. Fintuity’s Virtual Adviser is a highly advanced online tool that delivers instant, bespoke and accurate financial recommendations based upon your personal circumstance, to you on demand.

Our helpful financial health check will examine the following areas:

• General Financial Health: We all need a check-up from time to time and your finances are no exception, take our online check-up to asses the health of your finances.
• Income vs Expenses: Ensuring you aren’t spending more than you earn is a good starting point and allows you to plan and make important changes to ensure that your finances are working for you.
• Emergency Cash: We all have cash flow problems from time to time – with our health check you can assess how much you need to weather unexpected financial difficulties.
• Pension: Using our pensions tool will help give you a clearer understanding of the options available to you, whether you are just starting to save or close to retirement.
• Short Term Debt Management: Taking a health check will provide you with a clearer picture of your liabilities, allowing you to make changes and improve your financial future.

Take a Check-up on your Financial Health for the Year Ahead

Our complimentary financial health check is designed to give you a complete financial check-up. It will diagnose the areas of your finances that need extra attention and provide you with options to improve your financial future. How does the financial health-check work?

• Fill out our online survey
• Get your full report online or in PDF
• Receive a detailed report outlining your financial health
• Implement our recommendations

Once you have received your report, you can implement our suggested options to improve your financial health either by yourself or you can equally book a complimentary appointment with a member of the IFA team!

Take the Financial Health-Check today!