Our members have access to:

Financial Wellness Snapshot

Most of us don’t have a snapshot of our overall wealth position and/or a plan into the future. The Financial Snapshot Report has been designed to give you a clear path to make real financial progress.

Your Financial Fitness

How Financially fit are you?
In 5 minutes you could find out.
Upon completion of the Financial Fitness Checkup, you will then be directed to information relevant to your individual and household circumstances based on your answers.

My Budget Plan

Our budget planner helps you to plan where your money is going and how you can save more. Get your plan in place today with Your Financial Partner.

Action Step Programs

These self-paced tutorials have been specifically designed to help members gain a better understanding of your personal finances. Members track their progress via a personal dashboard.

Strategy Guides

We have developed over 60 Smart Strategies that enable you to put your newfound knowledge to practical use and make real financial progress.

The Money Book

The Money Book Household finance system points the way to getting organised and more in control of your everyday finances by giving you steps to follow, with support tools and tips online. It provides plain English explanations of Household finance without jargon.