Financial Health Check
FREE
In this FREE eLearning course, Financial Advisor Simon Hepson from Oxlade Financial introduces the foundations of a personal financial health check. It explains that strong financial planning is about using money as a tool to fund the life you want, rather than treating money itself as the goal. Key topics include setting clear financial goals, understanding investment options, starting early to benefit from compounding, avoiding emotional investment decisions, using superannuation strategically, reviewing personal insurance, managing debt carefully, and protecting wealth through estate planning. The overall message is that financial success comes from having a long-term plan, staying disciplined, diversifying, protecting against risks, and seeking quality advice where needed.
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