More than a Financial
Health Check.

Gain clarity. Build confidence. Take control.

Watch: What is a Financial Health Check?Explainer video drops in here — 16:9

Hear From Your Colleagues

Real experiences from the Gilchrist Connell team.

Tash's video — landscape 16:9
T

Tash

Senior Associate, Gilchrist Connell
Joel's video — landscape 16:9
J

Joel

Principal, Gilchrist Connell

Every financial journey is different.

Whether you're buying your first home, growing your family, building wealth or planning for retirement, there comes a point where you simply want to know you're making the right decisions.

Australian Money Mentors provides independent financial education designed to help you better understand your current financial position and identify practical opportunities to move forward with confidence.

No matter where you are on your journey, we're here to help.

What can we help with?

Starting Your Career
Buying Your First Home
Growing Your Family
Building Wealth
Investing for the Future
Preparing for Retirement

What You'll Get

Your complimentary Financial Health Check includes:

Confidential One-on-One Guidance

A private conversation that starts with you — your goals, your questions, what matters most.

Personalised Financial Wellness Report

Leave with a clear summary of your current position, goals and recommended next steps.

Tailored Implementation

If you decide to move forward, we'll connect you with trusted specialists to put your plan into action.

Partners Welcome

Money decisions are shared decisions — bring your partner along to the appointment.

Flexible Appointments

Sessions that fit around your workday — at times that suit you.

Ongoing Support

Support for every stage of life — we're here whenever your circumstances change.

What to Expect

1

We Listen

Every conversation starts with you. We'll take the time to understand your goals, answer your questions and discuss what's important to you.

2

We Educate

You'll receive independent financial education, not product recommendations. Our focus is helping you better understand your options so you can make informed decisions with confidence.

3

We Provide a Personalised Report

Following your appointment you'll receive your own Financial Wellness Report outlining:

  • Your current financial position
  • Opportunities identified
  • Practical education
  • Suggested next steps
4

Tailored Implementation as Requested

Support to make your goals a realisation.

Financial adviser presenting a personalised financial wellness report to a couple across a boardroom table

Ready to take control of your financial future?

Book your complimentary Financial Health Check.

Book My Financial Health Check

Complimentary for Gilchrist Connell employees · Completely confidential · No product sales

Book Your Financial Health Check

Fill in your details and we'll be in touch to confirm a time that works for you.

When should we call?

Completely confidential · Complimentary for Gilchrist Connell employees · No product sales

Book Your Complimentary Health Check