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.
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.