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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.

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.

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Budgeting

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

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Debt

From understanding to knowing when and how to seek help.

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Savings

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

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Protection

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.

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Keep your retirement savings in shape

Keeping regular track of how much you’re saving is a great way to stay in control of your retirement savings. Log into PlanViewer to see how much you’ve already saved.