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Guide How to improve your financial wellbeing

Improving your wellbeing using our personas, created through our Financial Wellbeing Index research.

Where to start

As a first step, think about where you currently stand with your financial wellbeing today. We’ve created financial wellbeing personas through our Financial Wellbeing Index research. Take a look at these personas and see which one is most like you.

Ask yourself, which persona can you most relate to?

Which persona are you?

The financial wellbeing all-rounder is the most confident in their financial wellbeing. All-rounders are very comfortable financially in the present, and plan for their future. They have a good balance of money and mindset building blocks. So, if you’re not already an all-rounder, try to move towards this persona.