Find out where you actually stand.
A free, confidential check across cashflow, debt, risk, investments, retirement and estate planning — scored area by area, in a report written in plain English.
Most people don't know where to start, or aren't aware there's a problem in the first place. It's hard to fix a gap in your finances when nothing has ever pointed it out to you.
How we can helpFinancial health check, in practice.
You enter high-level information about your current circumstances — roughly what you earn, what you owe, what you hold and what you have arranged. You do not need policy numbers, statements or any specific product details. From that, we produce a report that scores each of the six areas of your financial wellbeing and explains what each score means for you, so the strong areas and the exposed ones are both visible.
What you'll get- An overall Financial Health Score, plus a separate score for each of the six areas
- An explanation of what sits behind every score — the ratios, the projections and the shortfalls, in plain English
- A secure account so your information stays private and you can stop and resume whenever it suits
- The option to talk your results through with a licensed financial adviser once you have read them
This is what the report looks like.
A 14-page report covering all six areas. Scroll through some sample pages below.
Assessing your financial health
Your overall score out of 100, the band it falls in, and how each of the six areas rated on its own.
Sample report shown for illustration only. Figures are fictional and the report contains general information — it does not take your personal circumstances into account and does not recommend any financial product.
Other ways we help
See all 10 servicesFinancial education
Interactive courses that test what you learn. Foundation courses are free – take a look.
Advice with an adviser
A licensed adviser, a written plan, fees agreed upfront. See how it works.
Insurance & risk
Compare life, TPD, trauma and income cover from the leading insurers. Take a look.
A financial wellbeing platform designed to help you understand your full financial picture. Built in Australia, for everyday Australians.
Evolucian Pty Ltd trading as "Transfigr" (Corporate Authorised Representative No. 1307597) is authorised under Financial Mandate Pty Ltd ABN 75 686 236 180 (the Licensee), the holder of Australian Financial Services Licence No. 700151.