Financial Wellness Evaluation

Please note that the results of these evaluations are completely confidential and not shared with anyone. We use your name and email address to send you a copy of your evaluation results for your own records.

Finances are such a common trigger for stress, and being able to minimise that worry and stress through feeling financially satisfied will enhance overall wellness and wellbeing.

Welcome to your Financial Wellness Evaluation

Full Name
I understand what money means to me

I understand my incoming and outgoing finances

I live within my means

I access tools and information to help me manage my money effectively

I have a standard bank account that allows direct debits and standing orders

I have a savings account that pay into regularly

I manage my credit effectively and understand my credit score

I check my bank statements regularly to ensure there are no errors

I make my own financial responsibilities a priority before supporting or helping others with theirs

I understand financial language

Financial Wellness Blogs

Join our weekly newsletter

Get free tips, advice, and special offers.