Free diagnostic
The Money Leak Finder™
Sixteen questions, five minutes, no bank details. You leave knowing your Primary Money Leak Pattern™ and one practical Money Move™.
Take the free assessmentAssessments
Financial progress starts with an honest diagnosis, not a new budgeting app. Our assessments give you a clear picture of your current financial behaviour and a specific next step.
Free diagnostic
Sixteen questions, five minutes, no bank details. You leave knowing your Primary Money Leak Pattern™ and one practical Money Move™.
Take the free assessmentFlagship product
A Personal Financial Stewardship Action Report. A personalised, evidence-based report built from your own answers — yours to download and keep.
US$12
The report is offered after you complete the free assessment, so it is built from your actual answers.
Free assessment · optional report
Twenty-five statements across the Five Financial Foundations™ — Control, Confidence, Security, Stability and Abundance. Your foundation snapshot is free. A personalised 14-page report is available afterwards for US$12.
Take the free assessmentPre-retirement programme
A guided journey for anyone approaching retirement — your Readiness Snapshot™, Retirement Reality Check™ with your Runway™, and a private 15-page report built from your own answers. Around 20 minutes, saved as you go.
US$39
Invited by your employer, pension fund or association? Your access is already paid for.
What we measure
“Did I decide where my money would go — or did spending just happen?”
“Am I building wealth—or continually upgrading my lifestyle?”
“Is my generosity intentional and sustainable — or financially destabilising?”
“Is the way I am using and repaying debt helping my financial progress—or restricting it?”