Money health check

Estimated time: 8 mins

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This financial health check helps you take control of your money.

  • It asks you some easy questions about your personal finances
  • It gives you simple steps and tips to improve your situation

About this calculator - disclaimer & further information


The money health check does not provide personal advice. The full report on your money health is based on the information you provide. The actions listed are only suggestions. Please consider whether they are appropriate for your circumstances and seek financial advice if you are not sure.

How it works

  • Asks you simple questions about your personal finances across eight money topics. At the end of each topic the money health check tells you if that money topic is under control.
  • Once you have completed the money health check you'll get a full report on your money health and actions to improve it. You are able to select which actions you want to save, print or email.
  • To save the action items from the full report click 'save' and sign up to 'My Account'. My Account allows you to set reminders and tick off actions you've completed.

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Last updated: 26 Jul 2016