How it works
Are you in control of your financial life?
Answer a few simple questions to understand your level of financial activation — and how to improve it.
This scorecard is designed to be quick and easy.
In under 5 minutes, you’ll get:
- Your Financial Activation Level
- Clear insight into where you are today
- A simple, practical next step
Our aim is simple:
To help you take responsibility for — and control of — your financial life, with confidence.
No jargon.
No number crunching.
Just a clear starting point.
Your results are based on the following key areas:
Earning
How you create, grow, and take ownership of your income
Saving
How you control your spending and consistently set money aside
Investing
How you make clear, confident decisions about investing your money
Security
How you prepare for and protect against unexpected financial risks
Activation
How confidently you take ownership of your financial decisions and actions
