financial health check

We invite you to complete the 5 minutes financial health check to see how you rate in six main areas and to see if you are on track for achieving your future financial and lifestyle goals.

Stottsure clients can use this quick check absolutely free of charge.

Know where you stand

The 5 minute financial health check will give you an understanding of your financial situation in 6 main areas to easily show strengths and weaknesses.


Income Plan
Investment Plan
Debt Plan
Risk Plan
Retirement Plan
Estate Plan





Enquire about a free consultation or just ask us a question. We’re here to help.

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