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How it works

Our Financial Health Check is a free and confidential online assessment of your financial wellbeing in six key areas. Complete any time at your own pace and receive a personalised report with expert-backed insights. 

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Cashflow

Understand where your money goes each month.

Debt

Get clarity on what you owe and how to tackle it.

Risk & Insurance

See if you're properly protected against the unexpected.

Investments

Review how your money is growing for the future.

Retirement

Check you're on track for the life you want later.

Estate Planning

Make sure your wishes are protected for those you love.

Always free

10 min to complete

6 areas assessed

Completely confidential

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Know exactly
where you stand financially.

In just 10 minutes, get a clear picture of your financial health across six key areas – with practical, personalised steps to move forward.
No jargon. No judgment.

Always free

10 min to complete

6 areas assessed

Completely confidential

What your personalised
financial snapshot is.

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.

01.

Your Financial Score

A clear rating across all six areas so you instantly know where you're on track and what needs improvement.

02.

Personalised Insights

Clear-cut explanations of what your results mean – no jargon, no scare tactics, just clarity.

03.

An Action Plan

Move forward with confidence. Your next steps, personalised and ready to follow. Know exactly what to do and in what order.

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Free financial healthcheck

Know exactly where you stand financially

In just 10 minutes, get a clear picture of your financial health across six key areas – with practical, personalised steps to move forward. No jargon. No judgment.

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