Financial Freedom | Lachlan Schonfelder Financial Advisors Port Melbourne

Take your quick Financial Freedom Check and find out how things really stack up.

1 Step 1

2 Step 2

3 Step 3

4 Step 4

5 Step 5

6 Step 6

7 Step 7

Step 1

About you.
So we can ask the perfect questions...
WHAT IS YOUR AGE?*
HOW WOULD YOU DESCRIBE YOUR WORKING STATUS?*
WHAT IS YOUR BEFORE TAX ANNUAL INCOME?*
DISCOUNTING THE HOME, HOW MUCH DO YOU HAVE INVESTED EXTERNALLY? (SUPERANNUATION, MANAGED FUNDS, TERM DEPOSITS, ETC)*

STEP 5

About your security.
How confident are you that...
YOUR FAMILY CAN MAINTAIN THEIR CURRENT LIFESTYLE SHOULD YOU BECOME SERIOUSLY ILL, INJURED, OR DIE?*
YOUR INSURANCE POLICIES ARE PRICED COMPETITIVELY?*
YOU UNDERSTAND THE IMPLICATIONS OF BEING A GUARANTOR FOR YOUR CHILDREN'S DEBT?*

STEP 7

Get your Financial Freedom Report.
So we can send your results and tailored report, please fill in your contact details below...
FIRST NAME*
LAST NAME*
EMAIL*
PHONE*
YOUR ACCOUNTANT'S NAME
We collect personal information. By submitting this form you agree that you are happy to be contacted about Lachlan Schonfelder’s services or offers. For more information about how we collect and handle personal information, including how you can access or correct your personal information, make a complaint and how we deal with complaints see our Privacy Policy.

I can't change the direction of the wind, but I can adjust my sails to always reach my destination

Jimmy Dean