How it works

Answer 30 questions to see how you can improve your financial health. The Financial Health Check is a guided assessment that helps you:

    1. Understand where you stand today
    2. Identify your strong and weak areas
    3. Highlight simple next steps
    4. Get clear direction and feel more confident in the year ahead

It's private and secure, to be completed in just a few minutes! 

You’ll be assessed on these 6 essential areas:

Career & Structural Clarity

Reveals whether your financial structure and career path are aligned, or if hidden missteps could limit future opportunities.

Cashflow Timing & Income Stability

Assesses your ability to manage variable income and avoid the common tax-timing pitfalls faced by doctors.

Tax Structure & Compliance

Identifies where tax, structure and compliance gaps may expose you to unnecessary cost or financial stress.

Protection & Future Security

Assesses the strength of your financial safety net and how well it supports your long-term security.

Practice Ownership & Contract Readiness

Highlights whether you're financially prepared for the obligations, risks and opportunities within medical practice agreements.

Lending Structure & Borrowing Readiness

Shows how well your lending and entity setup support upcoming milestones such as property, partnership or practice ownership.