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Your Financial Health Check

This isn’t a quiz. It’s a self-reflective tool designed to help you understand where you stand right now with money — and what might be holding you back.

 

💜 Whether you’re a complete beginner or already taking steps, this check-in will help you see what’s working, where you need clarity, and how to move forward with confidence.

 

At the end, you'll be one step closer to taking control of your financial future.

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Age Group
Under 25
25–34
35–44
45–54
55+

This helps us understand your financial environment

This helps us understand where your wealth sits, including pensions, accounts, FX, or tax questions.

How would you currently describe your level of financial knowledge?
Total beginner
Basic — I understand some concepts
Intermediate — I’ve started investing
Advanced — I manage my own strategy
Do you have a clear financial strategy (e.g., goals, budgeting, investing plan)?
Yes — I follow a clear strategy
I have parts of a plan, but it’s not structured
No — I don’t know where to start
What’s currently stopping you from investing or going deeper with your finances?
What is your primary financial goal right now?
Getting clear on where my money goes
Starting to invest
Planning for retirement
Saving for a big milestone (home, family, travel, business)
Becoming financially independent
How motivated are you to take control of your financial life right now?
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