FINANCIAL HEALTH CHECK
A quick way to understand where your finances stand
Three quick steps to find out your financial health
Answer a few simple questions about your current situation and you can see where things are strong and where you may want to focus next. It is a practical starting point before you book a review or ask for support.
- Check where you are now
- Spot areas that may need attention
- Decide whether to save, borrow, protect or plan
- Follow up with the right support page or adviser
What the check helps you explore
Borrowing
Review what you owe and what repayments look like.
Savings
See where you may be able to build a buffer.
Protection
Think about whether your family would be covered.
Planning
Use the result to decide what to do next.
How it works
Step 1: Answer a few questions
We ask about income, spending, borrowing and savings to build a basic picture of your finances.
Step 2: Review the result
The outcome shows where your finances are healthy and where you may want to pay more attention.
Step 3: Take action
You can then visit support pages, book a review or contact us if you want to discuss the result.
Contact & SupportHelpful links
Need help interpreting your result?
Use the support pages to look at savings, borrowing, protection and money worries next.
Want to speak to someone?
You can contact the team or visit a branch if you prefer to talk it through in person.
Connect with us
Listening to what you have to say about our services matters to us.