Custom Report
Get a personalised report based on your details and snapshot: summary, blind spots, opportunities, and optional scenario comparison. One-off purchase — instant download after payment.
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Guided walk-throughs
Complete any guided interview at no cost. Payment is only required when you want to download your report. Each report can be purchased on its own, or included in your Custom report for better value.
Estate planning
Free step-by-step interview. Pay only to download your solicitor outline — or add it to your Custom report for better value.
Start estate planning →Insurance needs
Free guided interview. Pay only to download your workbook — or add it to your Custom report for better value.
Start insurance needs →Custom report
Personalised report from your snapshot and goals. Best value: include Estate or Insurance reports in your bundle. Includes a complimentary strategy and coaching call.
See what's included & purchase →What's in your report
- Summary of your financial snapshot
- Blind spots and suggested next steps
- Prioritised checklist: opportunities to review, from highest to lowest impact on your finances and risk
- Optimizer: mind-map overview of considerations to discuss with licensed professionals
- Optional: scenario comparison (now vs alternatives)
- PDF format — download and keep
Opportunities to review (in your report)
Your report pulls from your About you data to build a personalised checklist and a highlighted top opportunity. Items are ordered from most to least important for your financial outcomes and risk.
- Expenses exceed income — review spending or ways to increase income.
- Low emergency buffer — aim for 3–6 months of expenses in savings.
- Dependants but no life cover — review life insurance needs.
- High-interest debt — consider consolidation or a payoff plan.
- Compare your mortgage with refinance options.
- Super or retirement — use the Retirement calculator.
- Compare scenarios to model different choices.
Items and order are tailored to your snapshot data.
Optimizer: considerations to speak to licensed professionals about
Your report includes a mind-map style overview like this — use it to prepare for conversations with your adviser, accountant, or lawyer.
- Life, TPD & trauma needs
- Income protection & waiting periods
- Ownership (personal vs super)
- Concessional cap & catch-up
- Transition to retirement
- Pension drawdown & sustainability
- Consolidation & comparison rates
- Refinance & offset strategy
- Debt recycling structure
- Entity choice (personal, trust, company)
- Deductions & timing
- CGT & concessions
- Will & beneficiaries
- Super death benefits nomination
- Insurance ownership & estate
- Holding structure & land tax
- Development or subdivision
- Negative gearing & deductions
- Asset allocation & risk
- SMSF vs APRA fund
- Estate & binding nominations
This overview is for preparation only. It does not constitute advice. Your report will be tailored to your snapshot.
What you get with your Custom report
- Personalised PDF from your snapshot and goals
- Prioritised checklist and highlighted next steps
- Option to include Estate or Insurance reports in the same purchase (better value)
- Complimentary personalised strategy and coaching call
$149.00 one-off (inc. GST)
Fill in “About you” first so your report is personalised. You can still buy now and we’ll use the details you’ve entered.
Secure payment via Stripe. After payment you’ll get a download link on this page and by email.
Terms
The report is for information only and does not constitute personal financial, tax, or legal advice.