Free Financial Health Check

How financially healthy is your family?

Answer 14 quick questions on your emergency fund, insurance, loans, savings, goals and paperwork. You'll get a score out of 100, see where you're strong, and the three things worth fixing first.

  • 14 questions
  • About 3 minutes
  • Score out of 100
  • Free, no obligation
  1. Your details
  2. Questions
  3. Your score

First, tell us a little about you

Your score appears as soon as you finish the questions. An Arthaay planner will also call you to walk you through it, free and with no obligation.

How the score works

  • BELOW 50Needs attention

    Some key foundations, such as an emergency fund or adequate cover, are missing.

  • 50 TO 74Getting there

    Good habits are in place, with a few gaps worth closing.

  • 75 AND ABOVEFinancially fit

    Strong foundations. Keep reviewing every year.

This health check is an educational tool. It uses general rules of thumb and your own answers; it is not investment advice or a recommendation to buy any product. Mutual fund investments are subject to market risks; read all scheme-related documents carefully.

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