If you pay over 4% interest on your home loan, don’t have a Will or don’t know how your super is invested, it’s time for a financial review.

An annual review of your financial situation is an important part of understanding where your money is going and how it can be used more effectively. What better time to reflect on the financial year than the start of a new one? While getting all your paperwork ready for tax lodgment, take time to consider where your finances can improve with this checklist.

Financial Planning

Superannuation

Insurances

Lending & Finance

Account & Tax

Investments

Asset Protection & Ownership Structuring

Download theĀ Cashel House – Financial Health Checklist