VFS Financial Wellness Assessment - Self Managed Super Funds

Hi there, welcome to the free financial health check offered by VFS Group. This short questionnaire will allow the skilled professionals at VFS Group to gain a better understanding of the financial situation facing you and your family. Please answer the questions as specifically and as honestly as possible. The answers are not shared with anyone other than the staff at VFS Group. One more thing, we stick by our promise that this is FREE. So don’t hesitate to ask all the questions you want, in the questions sections, we will answer them all!

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"Vertical Capital Markets Pty Ltd, trading as VFS Group (ABN 11 147 186 114), is the holder of Australian Financial Services Licence (AFSL number: 418 418). The information contained in this website should be used as general information only. It does not take into account the objectives, financial situation or needs of any investor, or purport to be comprehensive or constitute investment advice and should not be relied upon as such. We invite you to speak to one of our financial advisers so we can assist you with your personal objectives, financial situation and needs. You should consult appropriate professional advisers on any legal, stamp duty, taxation and accounting implications of making an investment. It is important to note that derivatives can be highly leveraged, carry a high level of risk and are not suitable for all investors. Investors should only invest in such products if they have experience in derivatives and understand the associated risks."