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Financial Confidence Score

How confident are you in your financial future?

Most of us rarely stop to ask, “Am I actually making the most of my money?”

The Financial Confidence Score is a short, self-guided tool designed to help you reflect on how you feel about your finances and how prepared you are for the future. It’s not about right or wrong — it’s about understanding where you’re confident, where there might be gaps, and whether there are areas you haven’t considered yet.

You’ll reflect on things like:

  • How in control you feel day-to-day with your money
  • Whether your super and retirement plans feel on track
  • How protected you and your loved ones are
  • Your comfort level with investing and longer-term decisions
  • Whether you've thought about things like tax, estate planning or leaving a legacy

It’s a quick and insightful way to get a snapshot of your financial mindset — and to start thinking about whether financial advice could help bring clarity to the areas that matter most to you.

Sometimes we don’t know what we don’t know — and that’s where advice can make all the difference.

Take the quiz now and get a clearer view of your financial world.

Ready to see your Financial Confidence Score?

No matter your score, ActOn Wealth can support you with clear, strategic advice to help you take control of your financial future. Whether it’s optimising your super, reducing tax, planning for retirement or aligning investments with your values – we’re here to help.

You'll also have the option to speak with a qualified ActOn Wealth financial adviser in a complimentary 10-minute phone call. We'll walk through your score and highlight any areas where advice could help you feel more confident, in control, and future-ready.
This chat is completely optional — but it’s a great way to get clarity on next steps if you’re curious about what financial advice could look like for you.
You’ll still receive your score even if you choose not to book a call.
ActOn Wealth is a privately owned boutique financial planning firm in Melbourne. Our number one focus is our clients. We strive to provide an exceptional service to help you achieve financial security and prosperity.
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