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Your Financial Wellness

An independent online program designed to help you see a snapshot of your financial health to make small changes that will strengthen your financial wellness.

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Overview

Your Financial Wellness works on the idea that small changes that you make to your finances today will have enormous impacts in the long term. It aims to teach financial management in an accessible and easily understood format. The program provides resources such as a Financial Wellness Snapshot, Your Financial Fitness, budget planners, action step programs, and the Money Book. It evaluates your financial wellness and provides on-demand tutorials so you can reach your financial goals and priorities at your own speed. A dashboard measures your progress towards reaching your financial goals.

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Article coverage:

Key information

Category
  • General Information
  • Budgeting
  • Saving
Life stage
  • Starting Out
  • Mid-Career
  • Established
  • Retiring
  • Winding Down
Financial plan produced?
Not Applicable
Fee structure
  • Subscription
Is there a free trial?
No
Customer support
  • Email
Date founded
2017
Company website
Visit site

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How it works

Your Financial Wellness works on the idea that small changes that you make to your finances today will have enormous impacts in the long term. It aims to teach financial management in an accessible and easily understood format. The program provides resources such as a Financial Wellness Snapshot, Your Financial Fitness, budget planners, action step programs, and the Money Book. It evaluates your financial wellness and provides on-demand tutorials so you can reach your financial goals and priorities at your own speed. A dashboard measures your progress towards reaching your financial goals.

Category
  • General Information
  • Budgeting
  • Saving
Type of help
  • DIY Tool
Where can I get this?
Online
App Store
Are there any other availability restrictions?
Services Offered
Will I learn what type of risk taker I am?
Not Applicable
Will it produce a financial plan?
Not Applicable
What types of investments are available?
Not Applicable
How many investment portfolio options are available?
Where can I invest?
  • Not Applicable
Who manages my investments?
Not Applicable
In whose name are investments held?
Not Applicable
Is there professional research available on the investment options?
Not Applicable
Will it allow me to trade automatically?
Not Applicable
Will it automatically rebalance my portfolio?
Not Applicable
Will it provide reports on my investment performance?
Not Applicable
Cash management account
Not Applicable
Automated alerts and updates
Yes
Can I access other professional help through this service?
  • No
On which platform can I use this?
  • Computer
  • Tablet
  • Smartphone
Account opening & closing
How do I create an account?
Online
Account opening speed
  • 5 minutes
Will it capture my personal financial information automatically?
Not Applicable
Will I be asked questions about my situation?
No
How fast can I get my invested money back?
Not Applicable

Who it's for

Accessable by
Myself
Life stage
  • Starting Out
  • Mid-Career
  • Established
  • Retiring
  • Winding Down
Type of customer
  • Consumer
Advice stage
Define Where I Need Help
Define My Goals & Objectives
Assess My Financial Situation
Review My Progress
Multiple Stages
What is the minimum amount I have to invest?
Not Applicable
What is the minimum amount I have to be earning?
Not Applicable
Customer service & support
Is there general financial education information provided?
Not Applicable
Customer support
  • Email
Who do I complain to as a last resort?
  • Not Applicable

What it costs

Fee structure
  • Unknown
Minimum contract period
Not Applicable
Free Trial
No
Payment method
  • Unknown

Is it legitimate & secure

Trading name
My Online Guides Pty Ltd
Who owns the company
Not Available
Who runs the business
  • Alexander Hassall, Tony Hanly
Date founded
2017
Number of staff
2-10
Security & Regulatory Compliance
Will it verify my identity?
Online
Will it send me a confirmation security number to sign-up?
No
Are my records destroyed when I leave?
Unknown
Is there detailed documentation about the product?
Not Applicable
What company holds the financial license?
Not Applicable
Financial Services Guide?
Not Applicable

Contact Information

Website
Visit website
Email
Send email
Phone Number
02 8705 5481
Address
Level 11, 66 Clarence Street, Sydney NSW 2000
Social Media

Start using Your Financial Wellness

 

Get started

Start using Your Financial Wellness

 

Get started