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Financial Health Check Calculator

Use this calculator to work out the state of your financial health.

What is your age?
<20
20 - 29
30 - 39
40 - 49
50 - 59
60 - 64
>65
 
You have no mortgage
Your mortgage term is less than 10 years
Your mortgage term is between 10 and 20 years
Your mortgage term is greater than 20 years
 
You have no dependants
You expect to be caring for dependants for less than 10 years
You expect to be caring for dependants for more than 10 years
 
You have no life insurance
You have life insurance for a funeral only
You have life insurance to repay outstanding debt
You have life insurance to repay outstanding debt and look after dependants
 
You have negative net worth
Your net worth is between $0 and $250,000
Your net worth is between $250,000 and $500,000
Your net worth is greater than $500,000
 
You make no regular savings
Your regular savings would be described as a gesture
Your regular savings would be described as a chunk of cash
 
Do you have a flexi home loan? Yes No
Do you budget regularly? Yes No
Do you you pay off your credit card in full each month? Yes No
Do you have income protection insurance? Yes No
Do you have access to an emergency fund if required? Yes No
Do you have medical insurance? Yes No
Do you have trauma insurance? Yes No
Do you have and follow a financial plan? Yes No
Do you have a will in place? Yes No