How it works
Answer 29 questions and discover how healthy your finances are...
This scorecard has been developed to quickly and painlessly produce a Financial Well-being score based on your answers. In under 5 minutes you will generate results with a tailored report on where your finances can improve.
No gimmicks, no number crunching, just some simple yes/no questions to set you off on the journey to financial clarity!
You’ll be scored based on the following key areas:
Living
Understanding your day-to-day financial activities and long-term effects they can have on your financial well-being.
Planning
Understand your financial goals and the strength of your current plan to reach them.
Investing
Feeling confident in knowing where to invest your money is a key critical part of your financial well-being.
Protecting
No one expects unforeseen circumstances to happen but if they do, it's great to know that you are covered.
