Financial assessment tool in Geelong and Torquay
Personal finance assessment tool to support smarter decisions
At Konnect Financial Services, we understand that managing personal finances can feel overwhelming. For many, the cost of living feels out of control. Every time you build a bit of breathing room, something unexpected comes along and wipes it out. That’s why we’ve created a simple yet effective financial assessment tool to help individuals and families across Geelong and Torquay take back control of their financial wellbeing.
This financial assessment tool is designed to give you clarity. Whether you’re looking to identify hidden spending leaks, check your financial habits, or get a clear snapshot of your current financial health, this tool is built with you in mind. You don’t need to be an expert. It’s an easy-to-use, practical way to assess your financial position and start making confident choices.
We’ve worked with people who’ve said, “We finally put everything on the table — our bills, our spending, the mortgage, the loans, all of it — so we could see the real picture instead of just feeling stressed and guessing.” That’s the power of transparency. Our financial assessment calculator helps you complete a detailed analysis of your living expenses by reviewing your bank transactions, credit card activity, Buy Now Pay Later services, and more.
You’ll be able to break your spending down into essential costs, lifestyle choices, and emotional or impulse spending. Often, the leaks come from places you don’t expect. Hidden subscriptions, Afterpay or Zippay payments, and unconscious habits linked to stress or convenience.
If you’re considering a mortgage or debt consolidation, having a clear picture of your financial position is essential. This tool helps you understand your current commitments, your borrowing capacity, and where adjustments can be made. By identifying your financial strengths and weaknesses early, you can approach major financial decisions with more confidence and less stress.
Access our free financial health check tool
To access the tool, we ask for your email address. This allows us to provide you with secure access, but rest assured, no data is stored or captured beyond that point. Your privacy is important to us, and we do not retain or use any of the financial details you enter.
Whether you’re in Geelong, Torquay, or anywhere along the Surf Coast, our personal finance assessment tool is tailored to support your financial journey. It’s practical, user-friendly, and grounded in real-life application. Just like our approach to financial guidance.