How it works
Four steps to your personalised report.
Getting started is easy. We ask for a high-level snapshot to get you up and running, then go deeper only when there's a reason to.
A simple profile to get you up and running in minutes.
Connect accounts and build out your five building blocks.
What you owe — mortgage, loans and cards. Each tracked with its rate, balance and terms.
No generic advice. Your report is built around your answers – giving you a real picture of where you are today and what to focus on next. You will receive an email with your result and access to the Transfigr portal.
Your Financial Healthcheck
What your personalised financial snapshot is.
Your financial score
A clear rating across all six areas so you instantly know where you’re on track and what needs improvement.
Personalised insights
Clear-cut explanations of what your results mean – no jargon, no scare tactics, just clarity.
An action plan
Move forward with confidence. Your next steps, personalised and ready to follow. Know exactly what to do and in what order.
Get access to the app
Once you've completed your Health Check, your report will in your inbox. Log into your Transfigr account any time to adjust numbers and watch your financial future take shape.
what Happens Next
Your Health Check unlocks the app.
Once you’ve completed your Health Check, your Transfigr account is ready. From here, you’ll set goals, map your accounts, compare products, and watch your financial life model take shape.
04
Set goals that matter
Choose what matters — home, retirement, family, freedom.
05
Compare the market
Clear-cut explanations of what your results mean – no jargon, no scare tactics, just clarity.
06
Track and adjust
Reporting, alerts and check-ins keep you moving forward.
Cashflow & Budgeting
Understand your income vs spending and identify opportunities to save more each month.
Debt Management
Get a clear view of what you owe, the cost of that debt, and the smartest way to pay it down.
Insurance & Risk
Check whether you have the right cover to protect your income, health and family if the unexpected happens.
Investments
See how your money is working for you — inside and outside of super — and whether your strategy fits your goals.
Retirement Planning
Find out if you're on track for a comfortable retirement, and what small changes now could make a big difference later.
Estate Planning
Whether you have a current Will, Power of Attorney, or any beneficiary Make sure your assets go where you want them to — and that your loved ones are taken care of. in place.
Ready when you are
Start your free Health Check.
Ten minutes is all it takes to see where you stand — and where you could be. No credit card. No commitment. Just clarity.
Takes you to a guided 10-minute online assessment. Your information is private and never shared.
