Insights · PRM ·
What’s in a 15-minute Financial Health Check?
The Financial Health Check is a free 15-minute call with Tereza, PRM’s practice manager. It’s a quick look across the money side of your business and your life, so you know where to focus first.
What we look at
- Income: how you pay yourself and whether it’s working.
- Tax: lodgements, debts, and whether you’re setting enough aside.
- The business: cash flow, margins and reporting.
- Mortgage: whether the structure suits you.
- Insurance: obvious gaps.
- Super: are contributions on track?
What it isn’t
It isn’t tax, financial or legal advice. If you need advice, we tell you who does it: tax agent services through Australian Tax & Super Pty Ltd, personal financial advice through FinForce, and lending through a licensed credit provider.
Short on time?
There’s also a 5-minute “Are you busy?” quick chat. Both are on Tereza’s calendar.
Quick answers
Is the health check free?
Yes, it’s a free 15-minute call.
Want this looked at for your business?
Book a free 15-minute Financial Health Check with Tereza, our practice manager. We look at income, tax, the business, mortgage, insurance and super in one go. Short on time? Grab a 5-minute quick chat.
Sources
Related
General information only. This doesn’t take your circumstances into account and isn’t tax, financial or legal advice. Talk to your accountant or registered tax agent before acting. PRM is not a registered tax agent; tax agent services are provided by Australian Tax & Super Pty Ltd (TPB 25291395).