Assessing your currentFinancial Well-Being

We believe that your financial well-being has 3 parts: Pleasure, Freedom and Security. Various things in life can improve or reduce your pleasure, freedom and security - after all, financial well-being is so much more than numbers!

With that in mind we have created a new type of financial well-being tool - one that will help you make the connection between life & money.

This will take about 10 minutes of your time to complete. It starts with an activity to help you to think about how different aspects of your life shape your financial well-being at the moment. It then asks you what you would like your financial well-being to look like - your goal.

This tool is based on findings from a 3-year academic research study on the human-centred approach to financial well-being, conducted in partnership between the University of Tartu and the ERSTE Foundation.