Skip Header

Feel good about your money

Discover financial wellness, how to measure your own, and some simple steps you can take to improve how you feel about your money.

Financial Wellness tool is temporarily unavailable, and we are working to bring it back soon.

Could you improve your financial wellness?

Knowing yourself and having a general overview of the state of your finances is the very first step to feel good with your money.

Check your financial wellness now

Use our Financial Wellness tool to get your own financial wellness score in our four key areas: budgeting, debt, savings and protection. Then you can see where you're doing well and the areas you can work on.

Keep regular track of how much you are saving

Stay in control of your retirement savings and see how much you've already saved for your future by logging into PlanViewer.

Log into PlanViewer

What is Financial Wellness?

Financial wellness is about your total financial situation and how you feel about it. Whether that's in your day-to-day life, like paying the bills, being prepared for unexpected events or planning for life's bigger goals.

Like your physical and mental health, it's important to keep your finances in shape, so you can get the most from what you have now, while saving for the future.

The Four Areas of Financial Wellness

We believe there are four key areas of financial wellness which together allow us to relax and enjoy life now, while looking forward to a better tomorrow.



Helping you to manage your money today as well as save for the future.



From understanding to knowing when and how to seek help.



For life goals – now (e.g. a holiday) and for the future (e.g. retirement).



For unexpected events – the importance of planning & being prepared.

Start by setting yourself small goals

By setting small goals on your way to larger ones it can help with your long-term motivation and get you financially fitter. There’s no time like the present to take your first steps towards financial wellness so you can start to feel good about your money.