Financial Health Check
Understand your situation, get clarity, take action — structured assessments that turn your answers into a diagnostic report, with prioritised recommendations you can act on.
Financial Health Check
For Entrepreneurs, Founders, SMEs and Business Owners. This assessment is confidential and helps establish your business baseline across finance, marketing, technology and sustainability.
Professional Financial Health Check
A structured assessment of your personal financial position across income, debt, cashflow, savings, resilience and future security.
Three steps to clarity
Answer questions
A structured, confidential assessment — around 20 questions, answered section by section.
Your report is prepared
Your answers are analysed and a structured report is prepared, which our advisors use as the foundation for your first conversation.
Receive recommendations
A readable, actionable report you can export as PDF or Word — and take to a conversation.
Start with the free summary. Unlock the full diagnostic.
Every assessment generates a diagnostic report immediately — the summary is free, and the full detailed report is available as a one-off upgrade.
The free summary report gives you scores, an executive summary, your top 3 priorities, and PDF export — delivered by email or WhatsApp with a private link, valid for 30 days. The full diagnostic adds category-by-category findings, recommendations, an action plan, advisor commentary, and Word export — valid for 12 months.
Your data stays yours
Your responses and report are confidential, used only to generate your diagnosis, and never shared. Reports are private and unique to you — we do not index them publicly.
Frequently Asked Questions
Everything you need to know about the Financial Health Check.
What is the Financial Health Check?+
The Financial Health Check is a structured diagnostic assessment that evaluates your financial health across key areas. It generates a detailed report with findings and prioritised recommendations you can act on immediately.
How long does the assessment take?+
Most people finish in about 5–10 minutes. There are around 20 structured questions, answered section by section, and you can save your progress and return later.
Is my data confidential?+
Yes. Your responses and report are completely confidential. We never share your data with third parties, and reports are private and unique to you.
What happens after I complete the assessment?+
You receive a diagnostic report immediately — a free summary plus the option to unlock the full detailed report. The report includes findings, priority callouts, and a roadmap for next steps.
Can I use the report with an advisor?+
Absolutely. The report is designed to be shared with our advisors or your own financial team. It provides a structured foundation for strategic conversations.
Ready to see where you stand?
Take the free assessment now. You'll have a diagnostic report within minutes.