More than a Financial
Health Check.

Gain clarity. Build confidence. Take control.

Take control.



Book Your Complimentary Financial Health Check

Hear From Your Colleagues

Real experiences from the Gilchrist Connell team.

Tash

Senior Associate, Gilchrist Connell

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.

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.

 

COMPLETELY
CONFIDENTIAL

Your financial information stays private.

Your employer will never know from Australian Mone Mentors:

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

Why Australian Money Mentors?

  • No product sales
  • Independent financial education
  • Flexible appointments
  • Partners welcome
  • Support for every stage of life
  • Tailored implementation as requested

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

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