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The MoneyGoal
Five-minute self-check

Understand your financial health.

Review the five foundations of financial wellbeing: cash flow, resilience, debt, protection and investing discipline. No account, phone number or financial values are required.

Private by construction

This assessment runs entirely in your browser. Your answers are never transmitted, never stored, and never seen by us — there is no account here to attach them to.

Select what is true today

There are no perfect finances. Answer honestly to get a useful starting point.

Where you are 0/100
Answer the statements above

Nothing you tick is stored or sent anywhere — this runs entirely in your browser.

What this checks, and what it can’t

Seven statements covering the things that matter most in roughly the order they matter: spending less than you earn, knowing where it went, a buffer for shocks, clearing expensive debt, protection, consistent investing, and keeping your records current.

It is a prompt, not a diagnosis. It knows nothing about your income, your dependants or your job security, and a score here is not advice about what to do next.