Baseline – see how financially fit you are and get your baseline
Before you begin any well being plan, you’ll want to understand your existing position. That’s where all our financial well being plans start with a very brief and pain-free assessment. We take a quick look at your finances, your income, your expenditure and your attitudes towards finances and give your what we call an mScore™.
Personalised financial wellbeing programmes
Using your mScore™ and your money goals, we then design a personalized financial wellbeing programme. If your circumstances change it easy to update your plan and you can track your progress anytime.
Premium content including eBooks, videos and tools
Once you’ve enrolled on your well being programme you’ll have access to a range of premium content. You can choose how frequently you want to access the content and in what format
Plans to suit
Choose how you want to pay – monthly or annual. There’s no commitment and you can cancel at any time.