Financial Diagnostic

See where your retirement, tax, estate, or business plan may be exposed.

A structured first step for identifying gaps, risks, and opportunities before major financial decisions become urgent.

Begin the Diagnostic
  • Confidential
  • A few minutes
  • No documents required

Your diagnostic is a first step, not a commitment.

We use your responses to understand what decisions you are approaching and whether there may be a meaningful planning fit. If your situation is better handled through another professional, licensed channel, or specialist, we will tell you.

You do not need to upload statements, tax slips, policies, or account documents to complete this form.

01 Personal Context

What best describes you?

What is your primary financial concern right now?

02 Retirement & Income

Do you have a clear retirement income strategy?

Which sources may fund your retirement income?

Are you confident in the order you should draw income from these sources?

03 Tax & Investment Structure

Do you feel your investment and tax strategy are coordinated?

Where are your assets currently held?

Do you have concerns about tax in retirement, on death, or during a business transition?

04 Insurance & Estate

When was your life insurance last reviewed?

What is the purpose of your current insurance?

Do you know whether your estate would have enough liquidity to cover tax, debt, or equalization needs?

05 Business Owner Planning

Do you own a business or professional corporation?

If yes, which planning areas are relevant?

06 Fit

What level of investable assets do you currently manage or expect to manage?

What type of help are you looking for?

What would make this conversation valuable for you?

07 How to reach you

So we can send your results and, if helpful, arrange a short follow-up. No obligation.

By submitting this diagnostic, you agree that Aster Wealth may use the information you provide to review your planning priorities, assess whether there may be a fit for an introductory conversation, and contact you about your inquiry.

Submitting this diagnostic does not create a client relationship, advisory relationship, investment account, insurance engagement, or obligation to proceed. Please do not include account numbers, policy numbers, social insurance numbers, passwords, or other highly sensitive information in this form.