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Wealth check data input

Answer the 10 questions below to automatically generate a high-level analysis of your personal financial position which includes comparisons with public data. Afterwards we encourage you to create an account where you will be able to store and edit your information, produce more comprehensive printable reports and help us offer more relevant comparisons.

Step 1 of 2

Please provide approx. estimates for the following 10 financial measures (enter whole numbers without commas)
1a. What is the value of your home (skip if you rent) ? $
1b. What annual rent are you paying (skip if you own your own home) ? $
2. What is the sale value of all other non-financial, lifestyle assets? (eg. posessions, cars, weekender) $
3. What is the value of all your financial investments? (incl. super) $
4. What is the balance outstanding on your home mortgage? $
5. What is the balance outstanding on all other debt? (eg. car loan, personal loan, credit card loan (if not regularly, fully paid out), investment loans) $
6. What is the total annual, gross income earned by the sole or higher income earner (include super)? $
7. What is the total annual, gross income earned by the 2nd / lower income earner in the household (include super) (if applicable)? $
8. What is the annual value of any other income or support? (excluding investments, self-funded pension) $
9. What is the total of all mortgage and other loan payments you made in this recent year (include interest & principal)? $
10. What is the total of all other expenses in this same year? (excluding 1b. rent and 9. loan payments already entered) $

Step 2 of 2

Please describe yourself so we can provide you some high-level comparisons

Reference person age (eg. age of higher income earner)
Life stage group
Occupation of higher or sole income earner
Occupation of secondary income earner