How it works
Answer 22 questions to see how you can improve your financial security score
This scorecard has been developed to quickly and painlessly produce a financial score based on your answers. In under 3 minutes you will generate results with a tailored action plan on how to improve.
No gimmicks, no number crunching, just some simple yes/no questions to set you off on your financial clarity journey!
You’ll be scored based on the following key areas:
Earning
Understanding your earning potential to maximise your financial growth opportunity
Saving
Being aware of your spending habits in order to identify areas where you can maximise your saving potential.
Investing
Feeling confident in knowing where to invest your money is just as important has having it.
Security (Insurance)
No one expects unforeseen circumstances to happen but if they do, it's great to know that you are covered.
About us
We're a leading insurance brokerage specializing in clients looking to plan for their family's financial future.
We do this by providing expertise and support in when it comes to income protection, life insurance, health plans, and investments so our customers can enjoy their success now and later in life.
Don’t just take our word for it, see what others have to say
"I wanted to make sure my partner would be well taken care of if something ever happened to me. JD made the process quick and easy."
Daniel H.
Retail Manager
"I wasn't sure how to invest my windfall after retirement, but I was able to open a TFSA and choose investments that I actually understand."
Marlene M.
Retiree
It’s free and only takes 3 minutes
Discover your Financial health check score to see how prepared you are when it comes to retirement and unexpected lifestyle changes.
"Beware of little expenses. A small leak will sink a great ship" - Benjamin Franklin
