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Financial Check-Up - Comprehensive Financial Health Check
Before any treatment, a thorough examination.
Every relationship with Wealth Check Up begins here. Just as a good doctor runs a full examination before writing a single prescription, we begin by understanding the complete state of your financial health - what you earn, what you spend, what you own, what you owe, how you are protected, and where you want to go.
The Financial Check-Up turns vague worry into clear understanding. You walk away knowing exactly where you stand, what is working, what is at risk, and the precise steps that will improve your financial health - written down in plain language.
- What we do
- A complete review of your income, expenses, assets and liabilities
- A financial pulse check - key ratios for savings, debt, liquidity and protection
- A diagnosis of gaps, risks and missed opportunities across your finances
- A clear, written health snapshot you can actually understand and act on
- A prioritised action plan - your financial prescription for the months ahead
- Who it's for
Anyone who has never had their full financial picture reviewed in one place - whether you are just starting out, mid-career and juggling many goals, or established and wanting a second opinion.
- What you receive
A written Financial Health Report with your diagnosis, key indicators, and a step-by-step prescription. This is the foundation for everything else we do together.
Frequently Asked Questions
A. We review your income, spending, savings, investments, loans, insurance and goals in one sitting, then give you a written diagnosis of where you stand and a prioritised action plan. It is a complete health report for your money.
A. The first consultation is usually 45 to 60 minutes. The written diagnosis follows once we have reviewed the details you share, typically within a few working days.
A. Whatever you have handy - salary slips or income details, bank summaries, investment and loan statements, insurance policies, and recent tax returns. If something is missing, we work with what you have and fill gaps later.
A. Yes. The initial consultation and check-up carry no fee and no obligation. You will know where you stand before deciding whether to go further.
A. No. The check-up is about diagnosis. Any recommendation is explained on its merits, and you are free to act on it with us, elsewhere, or not at all.
A. Even simple finances often hide small leaks - idle cash, the wrong tax option, a costly loan or a coverage gap. A check-up confirms what is healthy and catches what is not.
A. We suggest a full review once a year, and sooner after a major life event such as marriage, a new child, a job change, a property purchase or an inheritance.
A. Completely. Everything you share is treated with strict confidentiality and used only to advise you.
A. Yes, and we encourage it. Money decisions affect the whole household, so reviewing them together usually leads to better outcomes.
A. A written Financial Health Report - your diagnosis, key indicators, and a clear step-by-step prescription you can act on immediately.
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