How it works

Answer 24 questions to see how you can improve your financial health. The Financial Health Check is a guided assessment that helps you:

    1. Understand where you stand today
    2. Identify your strong and weak areas
    3. Highlight simple next steps
    4. Get clear direction and feel more confident in the year ahead

It's private and secure, to be completed in just a few minutes! 

You’ll be assessed on the following key areas:

Clarity & Organisation

Understanding your financial picture and how confidently you manage it.

Cashflow & Saving

Being aware of your income, spending and savings habits help identify effective ways to support your goals.

Tax Strategy

Feeling confident in knowing your tax structures are efficiently aligned with your financial direction.

Protection & Security

Having clarity on how well your insurance, estate planning and safeguards protect you and your family from the unexpected.

Investment Direction

This shows how clear, confident and aligned your long-term investment decisions are with your goals and risk comfort.

Debt & Lending Structure

It measures whether your loans and lending structures are optimised to support your financial objectives.