Financial Health Check
Get a clearer picture of your financial health.
A self-guided financial assessment that helps you evaluate your current financial health. Enter your financial information and receive an instant Financial Health Report based on eight key financial health indicators.
OVERVIEW
Many people don't avoid financial planning because they don't care.
They avoid it because they don't know where they stand — and they're not ready to have that conversation before understanding it themselves.
The Financial Health Check is designed for that first step.
Complete the assessment at your own pace, receive an objective overview of your financial health, and gain a better understanding of your current financial position. If you decide you'd like personalized guidance afterward, our advisors are here to help.
WHAT YOU'LL RECEIVE
Your estimated Net Worth, calculated by comparing your total assets against your total liabilities
An assessment across eight key financial health indicators, automatically generated from the information you provide
Industry benchmarks for each indicator, along with guidance on how to interpret your results
A clear status for every indicator: On Track, Needs Attention, Action Required
The flexibility to repeat the assessment anytime and monitor your financial progress over time
HOW IT WORKS
STEP 1
Enter your monthly and annual income and expenses to build your cash flow profile.
STEP 2
Complete your personal balance sheet by listing your assets and liabilities using their current market values.
STEP 3
Your Financial Health Report is generated automatically, providing an overview of your financial position across eight key indicators.
Start On Your Own
IDR299,000179,000
one-time purchase
- Instant Financial Health Report
- Unlimited future use
Encrypted Secure Checkout Processing
WANT TO GO FURTHER?
Financial Health Check + 1-Hour Consultation
IDR899,000449,000
Includes:
- Instant Financial Health Report
- 1-hour online session with a Certified Financial Planner
- Unlimited future use of Financial Health Check
Financial Health Check + Retirement Fund Calculator
IDR498,000249,000
Includes:
- Instant Financial Health & Retirement Fund Report
- Unlimited future use
Complete Bundle: Financial Health Check + Retirement Fund Calculator + 1-Hour Consultation
IDR1,698,000749,000
Includes:
- Instant Financial Health & Retirement Fund Report
- 1-hour online session with a Certified Financial Planner
- Unlimited future use of Financial Health Check & Retirement Fund Calculator
FREQUENTLY ASKED QUESTIONS
1How is this different from the Financial Review Session?
The Financial Health Check is a self-guided digital tool you can use anytime for an instant snapshot of your financial health, with the option to add a 1-hour consultation to review your results.
The Financial Review Session is an advisor-led service of at least two hours, where your advisor guides you through the entire process—whether you're starting from scratch or already have your own financial records.
2If all my indicators are “On Track,” does that mean my finances are fully in order?
A healthy result is certainly encouraging, but it doesn’t tell the whole story.
The Financial Health Check evaluates important areas such as liquidity, savings, debt, and net worth. It does not assess whether your insurance protection is appropriate, whether your investments support your long-term goals, or whether different financial priorities may compete with one another.
Strong financial health indicators are a great foundation—but comprehensive financial planning goes beyond the numbers.
3Is my information secure?
Yes. Your information remains private and is used solely to generate your Financial Health Report. We do not share your information with third parties without your consent.
4Can I use the Financial Health Check more than once?
Absolutely. In fact, we encourage it.
Repeating the assessment periodically allows you to monitor your financial progress, measure improvements over time, and identify new areas that may require attention as your financial situation evolves.