A financial plan begins with some simple questions.

At what age would you like to retire? How many family holidays would you like to take each year? What’s the dream result for your business?

Before you know it, you have a plan.

At Thirdview, we help our clients live a life by design, rather than a life by accident. Financial products are boring, we can all agree, but the lives they enable are rich, and vital, and filled with incredible experiences.

With our unique process, we guide our clients to articulate the vision for their ideal life and then we help prioritise key goals, set milestones, and build the strategies that will get them there.

That’s when your lifestyle goals become your financial plan.

To take the first step, jump into our quick Financial Health Check, or visit our Services page to learn more.

Financial Life Planning, Building Wealth, Accounting, Protecting Yourself and Your Family, Estate Planning, Property, Thirdview, Financial Experts, Finance

Financial Health Check

This quick questionnaire is designed to save you time when we meet in person. It should take less than 5 minutes to complete.

Tip: Select “no” if you are unsure.

My Financial Outlook





Superannuation





Investments




Taxation




Income and Cash Flow





Insurance




Family succesion planning.




Mortgage






For those aged 55-64



For those looking to retire within 5 years.




Aged care planning




Last question!


Make a plan for your tomorrow today.