Rich-Be.com · Financial Wellness Assessment
How financially healthy are you, really?
The in-depth version of our quick money check — a deeper look at your habits, feelings and money life. Two short parts, about 5 minutes each. Questions that don't apply to you are skipped automatically. Your answers are saved, so you can take a break. At the end you get your score and a personalised action plan.
Estimated time
2 × 5 minutes
Questions
Up to 12 per part
Results
Personalised report
Score
0–100
Part 1 · up to 12 questions · ~5 min
Your foundations
Cash flow, safety net and debt
Twelve quick questions about how money moves through your month today.
Part 2 · up to 12 questions · ~5 min
Your future
Investing, long-term plans and money mindset
Twelve final questions about building wealth and how you feel about money.
The six pillars
20%
Cash Flow
Can you manage your day-to-day money?
15%
Financial Safety
Could you handle an unexpected event?
15%
Debt
Is debt helping or hurting you?
20%
Wealth Building
Is your money growing?
15%
Future Planning
Are you prepared for tomorrow?
15%
Mindset & Confidence
Do you feel in control of your finances?