Our financial wellbeing tool
Our financial wellbeing tool asks you ten questions to give you an in-depth look at the ten building blocks of financial wellbeing.
Based on your answers, we suggest areas you might want to work on, and present a package of resources including articles, videos, podcasts including next steps you can take - all tailored to you.
Try our new financial wellbeing tool.
By answering ten questions, you’ll get an in depth look at the ten elements of financial wellbeing identified in our wellbeing index research. From financial literacy to rainy-day saving, we’ll provide a comprehensive package of articles, resources, videos, and podcasts that are tailored to you.
You can read our Financial Wellbeing index to find out more about our research and how you can take steps that could help you improve your financial wellbeing.
Let's take a look at your results
Your Score
Average
How was this calculated?View your full report
Overall Score
Breakdown
1. Your income
2. Long-term saving
3. Emergency Fund
4. Property/other assets
5. Managing debt
6. Joy and purpose
7. Future self
8. Long-term plan
9. Social comparison
10. Financial literacy
You should focus on these three areas:
Focus on these three areas:
The money and mindset balance
By breaking down financial wellbeing into bite-size building blocks, you can set yourself manageable goals and take small steps.
Our research found that improving financial wellbeing requires a balance of money and mindset.
Having control of your finances is important, including managing debt, assets or savings, but it’s not the only thing that matters. Your mindset towards money is also crucial for financial wellbeing. This includes how you compare yourself financially to others, whether money brings you joy and purpose, and how clear your vision of the future is.
Use our ten money and mindset building blocks as your action plan towards better financial wellness. Discover more about these building blocks in the next section.