How it works
Answer these questions to see where you can improve your money knowledge and money habits
This scorecard has been developed to quickly and painlessly produce a financial score based on your answers. In a few minutes you will generate results with a tailored action plan on how to improve.
No gimmicks, no number crunching, just some simple questions to set you off on your financial clarity journey!
You’ll be scored based on the following key areas:
Earning
Understanding your earning potential to maximise your financial growth opportunity
Saving
Being aware of your spending habits in order to identify areas where you can maximise your saving potential.
Investing
Feeling confident in knowing where to invest your money is just as important has having it.
Security
No one expects unforeseen circumstances to happen but if they do, it's great to know that you are covered.
Budgeting
Budgeting is at the heart of creating a good money mindset.
About me
I am a Financial Coach and Consultant who focuses on helping people improve their money habits so they can live life with financial intent by better understanding their emotional approach to money.
To understand money habits, it is helpful to start where you currently are with money. This health check guides you to knowing where you are with money right now.
It’s free and only takes a few minutes
Discover your Financial Health Check score to see how prepared you are when it comes to personal finances and your long-term security.
"Beware of little expenses. A small leak will sink a great ship" - Benjamin Franklin
