Financial Health Check
Get a free one-hour meeting with the experienced team at Aintree Group Wealth to discuss the financial health of your business or personal matters.
Benefits of a Financial Health Check:
- Set clear goals by showing your current financial position against where you would like to be.
- Map out a clear strategy and actionable steps towards those goals.
- You get an accountability partner. You’re far more likely to succeed with your goals or stick to a new habit if you know we’re following up on your progress.
- Accurately track your financial position. This makes it easier when/if you apply for a loan as you’ll be a more attractive prospect to lenders.
- It’s a preventative tool as well! Can highlight problems you didn’t know existed, or show where problems could arise in the future if nothing is changed.
- Once problem areas are identified and addressed, the money saved can then be used to build wealth and secure cash for the future.
To begin, fill in the form below so we can gather all the information needed to provide an accurate assessment of your financial health.
Once submitted, we’ll be in touch to arrange a meeting with one of the experts from Aintree Group Wealth, our in-house financial planning business unit!
If you have any questions, feel free to get in touch with us.