Client Tools

5 Minute Financial Health Check
Take our ‘5 Minute Financial Health Check’ for a quick guide to your current financial condition. (New and current clients).
About You Questionnaire
Complete our ‘About You Questionnaire’ to help provide insight into your current financial position. (New clients).
Changes Questionnaire
Complete our ‘Changes Questionnaire’ to let us know of any changes in your life that should be considered in your existing Financial Plan.
© Copyright Parkworth Financial Solutions 2014
Parkworth Financial Group Pty Ltd (ABN 50 892 581 186) [t/a Parkworth Financial Solutions] is a Corporate Authorised Representative of LFG Financial Services Ltd ABN 28 101 927 413 AFSL No. 227096 Level 24, 300 Barangaroo Avenue, Sydney, NSW 2000 Phone: 1300 160 136

Information published on this website has been prepared for general information purposes only and not as specific advice to any particular person. Any advice contained in this document is General Advice and does not take into account any person's particular investment objectives, financial situation and particular needs.

Before making an investment decision based on this advice you should consider, with or without the assistance of a qualified adviser, whether it is appropriate to your particular investment needs, objectives and financial circumstances. Past performance of financial products is no assurance of future performance.

Product Disclosure Statements contain information necessary for you to make a decision whether or not to invest in financial products mentioned on this website. You should also obtain and read this document prior to proceeding with any decision to purchase a financial product.
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1300 660 236