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Financial Wellness Index

Financial wellness can really affect mental and physical health. Often people ‘just get used’ to a level of financial stress and aren’t even aware of the impact it is having on them.

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Financial Wellness Index

Your Financial Wellness Score: 6.3

Your score indicates: financial distress

Financial wellness can really affect mental and physical health. Often people ‘just get used’ to a level of financial stress and aren’t even aware of the impact it is having on them.

By completing just a few quick multi-choice questions you will discover how you feel about your current financial situation and what simple steps you could take to improve your financial health.

1. What do you feel is the level of your financial stress today?
Overwhelming
High Stress
Neutral
Low Stress
No Stress
Don’t Know
2. How satisfied are you with your present financial situation?
Dissatisfied
Somewhat Dissatisfied
Neutral
Somewhat Satisfied
Satisfied
Don’t Know
3. How do you feel about your current financial situation?
Feel overwhelmed
Sometimes Worried
Neutral
Somewhat Satisfied
Satisfied
Don’t Know
4. How often do you worry about being able to meet normal monthly living expenses?
All the time
Often
Occasionally
Rarely
Never
Don’t Know
5. How confident are you that you have enough money saved for bad times or a financial emergency?
No confidence
Little confidence
Neutral
Some confidence
High confidence
Don’t Know
6. How often does this happen? You want to eat out, go to a movie or do something else and don’t because you can’t afford to?
All the time
Often
Occasionally
Rarely
Never
Don’t Know
7. In the last 12 months, how difficult was it for you to meet your necessary cost of living expenses like housing, electricity, water, health care, food, clothing or transport?
Very difficult
Difficult
Neutral
Easy
Very Easy
Don’t Know
8. How well does this describe you: “I try to save money to have something to fall back on in the future”?
Does not fit at all
Does not fit well
Neutral
Fits fairly well
Fits very well
Don’t Know
9. How does this describe you: “I am very organised when it comes to managing my money day to day”?
Does not fit at all
Does not fit well
Neutral
Fits fairly well
Fits very well
Don’t Know
10. What level of emergency funds do you have saved for a rainy day
None and I have short term debt
0-1 months worth of income
1 or 2 months worth of income
3 or 4 months of income
5 or more months
Don’t Know

Financial Wellness Snapshot

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Budget Tool

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These are your Financial Wellness Indicators

Your Financial Wellness Index and Snapshot give you a view of how your financial situation is changing over time.

They allow you to gauge your financial stress and provide a calculated view on your income and expenditure. If this is your first time here, start at the Index and then move to the Snapshot. You will be able to download your report at the end. If you have already completed the Index and Snapshot, you can do them again at anytime and download a fresh report of your financial health.

Financial Wellness Index

Financial Wellness Index

Start here to record how you feel about your Financial Wellness at the moment. 
Financial Wellness Snapshot

Financial Wellness Snapshot

Get a better picture of your financial situation. Click here to look at your numbers.
Budget Planner

Budget Planner

Deep dive into your outgoings vs income and get a real picture of your financial position

Pick up where you left off

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Personal financial wellbeing and organisational performance are connected

Organisations that believe employee financial education will be a benefit to them
72%
Employees that worry about their finances
46%
Employers that say that money problems interfere with productivity
83%
Number of hours lost per month sorting out personal finance worries
23%
Employers that report "financial illness" drives absenteeism
58%

Organisations are looking to support their employees while at the same time increasing engagement, improving retention and productivity.

0 %
of employers say that they WANT financial education
0 %
of employers feel a financial wellbeing program is the RIGHT thing to do
0 %
of employers say they want to improve employee engagement

The great news is that

Workplace programs work

59 %
of employers say that they WANT financial education
68 %
report they have changed spending behaviour
77 %
now say they have a plan to achieve financial goals
58 %
confirm they have reviewed debt
71 %
claim they have changed spending behaviour

Organisations are looking to support their employees while at the same time increasing engagement, improving retention and productivity.

Sorted Workplace Brochure December 2018