PAYG Financial Health Check

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⚠️ This is a simple self-assessment tool — not financial advice. No personal information is collected or stored.

About You

Just a few basics — takes under a minute

Employment Type

💼

Full-time

⏰

Part-time

📋

Casual

📝

Contract

Do you have a home loan?

🏠

Yes

🚫

Do you have any other loans?

Select all that apply

✓🚗 Car Loan

✓💳 Personal Loan

✓💰 Credit Card Debt

✓✅ None

Do you have an existing relationship with a banker, broker, or financial planner?

Yes

Not sure

Your Financial Health

Be honest — this is just for you

When was the last time you reviewed your home loan or finances?

Less than 6 months ago✅

6–12 months ago⚠️

1–2 years ago🔶

More than 2 years ago🔴

Never / I don't remember🔴

Are you happy with your current interest rate?

Yes

I don't know what it is

Have any of these changed in the last 12 months?

Select all that apply

✓📈 Income changed (up or down)

✓👨‍👩‍👧 Family situation changed

✓🏠 Bought/sold property

✓💼 Changed jobs

✓🛒 Planning a major purchase

✓✅ None of the above

Do you have a financial plan for the next 2–5 years?

Yes, clear plan

Rough idea

Not really

✓

Your Financial Health Score

Here's where you stand

💚

Healthy

💡 Personalised Insights

📧 Draft Email

Ready to reach out? Here's a draft email you can send to your banker, broker, or financial planner.

Subject: Financial Health Check-In Request

Your Name (optional, for the PDF report)

Only used for the PDF — nothing is stored.

Are you a business owner?

Try our Business Financial Health Check →