Halpin Wealth Check

Welcome to the
Halpin Wealth Check

Understanding your personal wealth is crucial for making informed financial decisions and achieving long-term stability and growth. Our 5 minute quiz provides insights that can help you plan for future goals and make strategic investments for both now and the future.

What to expect:

By taking just 5 minutes to complete our short quiz, you’ll be one step closer to achieving your financial goals. The Halpin Wealth Check will offer valuable feedback on your current path to growing your wealth and provide relevant resources to help you move forward.

After completing the survey, we’ll keep you updated via the Halpin newsletter. You can opt out at any time.

Disclaimer – The information provided in this quiz is general advice only and has been prepared without taking into account your objectives, financial situation, or needs. Before making a financial decision based on this advice, you must consider whether it is appropriate in light of your own circumstances, and where relevant, obtain personal financial, taxation, or legal advice. If a financial product is mentioned, you should obtain and read a copy of the Product Disclosure Statement (PDS) before making any decisions about acquiring the product.

Begin Quiz
Why is this important?

We will use your details to share a copy of your results and useful resources based on your responses. You can opt out of future communication at any point. We will not share your details with third parties without your consent. See our Privacy Statement for more information.

I have a budget for my income and expenses and I am confident of where my money is going.
Why is this important?

A personal budget will help you manage your money, ensuring that you live within your means and work towards your financial goals. It is an important step for you to create a clear roadmap to achieve long-term financial security and independence.

I have access to funds in the event of an emergency.
Why is this important?

Having a financial safety net for unexpected events, such as medical emergencies, job loss, or urgent repairs, can prevent you from having to take on debt or disrupt your long-term financial goals. It also helps reduce stress levels during what is likely already a highly emotional time, allowing you to navigate unforeseen circumstances with greater confidence and security.

Please indicate how many sources of income you have.
Why is this important?

Depending on your circumstances, having multiple income streams may offer opportunities to build wealth more quickly, save more effectively, and invest across different areas.

My sources of income include (select all that apply).
Why is this important?

Depending on your circumstances, having multiple income streams may offer opportunities to build wealth more quickly, save more effectively, and invest across different areas.

I have recently received a large sum of funds or assets (over $50k).
Why is this important?

If you have received a large dividend or inheritance recently, it’s best to avoid making any immediate decisions. You may wish to consider working with a financial planning professional to assess your current situation and help you plan how to best use the funds.

I have multiple personal financial assets such as my family home, investment properties, cash (including term deposits), investments (outside of my superannuation), or a superannuation fund with a balance over $500k.
Why is this important?

Understanding your financial assets helps us better assess your financial health and create a balanced, effective financial plan tailored to your specific situation and goals.

My personal financial assets include (select all that apply).
Why is this important?

Understanding your financial assets helps us better assess your financial health and create a balanced, effective financial plan tailored to your specific situation and goals.

I understand how and when my debts will be paid off.
Why is this important?

Not all debt is “bad debt,” but having a clear understanding of your debts and a sound plan to reduce your debt balance as efficiently as possible can help you achieve your wealth goals sooner.

I work with an accountant, lawyer, insurance professional, or other professional (select all that apply).
Why is this important?

We understand the importance of maintaining strong relationships with your existing professional network. We can work with your trusted professional advisers to ensure that all aspects of your financial affairs are coordinated effectively, allowing you to make informed decisions with confidence and clarity.

If something were to happen to me, I have the relevant documents and plans in place, such as an estate plan, a will, enduring power of attorney, etc.
Why is this important?

Planning ahead and having the above documents in place not only helps protect your assets but also ensures your wishes are carried out, providing peace of mind for you and your loved ones.

I am confident that I have adequate life insurance, income protection insurance, and/or business insurance in place.
Why is this important?

Having the right insurance can help protect you and your loved ones from unexpected financial hardships. Appropriate insurance creates a financial buffer, helping you manage risks and maintain financial stability—even when life throws unexpected challenges your way. With many different types of insurance and providers, it’s also key to regularly review your coverage to ensure you are taking the most cost-effective approach to secure the protection you need.

I know how much I need for a comfortable retirement and I have a plan to achieve this.
Why is this important?

A comfortable retirement can look different depending on the lifestyle you’re accustomed to. Things to consider include having enough funds to cover living expenses, healthcare, and lifestyle choices, while accounting for inflation and longevity. Having a clear plan helps set financial goals, reduces stress, and allows you to take advantage of tax benefits.

I feel I am on track to meet my financial goals.
Why is this important?

Having financial goals is important because they provide direction and motivation for managing your money effectively. Without clear goals, it's easy to lose track of your finances and miss opportunities to build wealth and secure your future. Halpin can help you set goals and develop a customised plan so you can feel confident about your financial future.

I would best describe my life stage as
Why is this important?

Each stage of your life requires different financial strategies. By understanding where you are, we can provide relevant guidance on saving, investing, retirement planning, and estate planning, ensuring that our advice aligns with your current situation and long-term aspirations.

My preferred method for Halpin Wealth to contact me about wealth planning options is
Why is this important?

You will automatically receive a copy of your results via email, which will include links to some useful resources based on your responses. If you have selected "I don't wish to be contacted about Wealth Planning" above, we will not send you any additional information. See our Privacy Statement for more information.

How did you hear about the Halpin Wealth Check?
What happens now?

On the next page, you'll find tailored insights based on your responses to help you work towards your wealth goals. If you provided your email address, a copy of your results will be sent directly to your inbox.

If you stated that you're happy to being contacted, a Halpin Wealth Adviser will reach out via phone or email to discuss how we can help you achieve your wealth goals sooner.