Feedback from the successful Financial Wellness 5 Star Money Management workshops highlights that you want to know all of your options when it comes to your money. You have told us that you want to be empowered with the financial knowhow so that you can make an informed decisions about your finances. We are pleased to introduce the Fuel Your Everything – FinancialScore.

In 2016 we’ll be launching the eagerly awaited FinancialScore, which is new to the Irish market but follows best international practice, providing you with invaluable analysis and a report with your own FinancialScore in the broadest, holistic sense.

Despite the number crunching going on in the background, for you, participation will be seamless. You complete a confidential online financial questionnaire. Your details will be collated and assessed and you’ll receive an insightful, but easy to read report. Your FinancialScore is non- judgemental, it’s more interesting insights, benchmarking and where needed some constructive criticism. You’ll score highly if you run ‘a tight ship’, are prepared for the life milestones still to come and generally manage your finances soundly. However the process may also identify possible areas of financial vulnerability, either now or going forward. You will have a benchmarked score from which to try to improve.

Participating in FinancialScore means you can move away from ‘sleepwalking’ through your finances, the outcomes will give you real visibility on it all. Now you will know whether you should add to your pension when perhaps you really should be tackling expensive debt.

In consultation with one of our independent QFA’s, FinancialScore, tees you up ideally to change behaviours towards enhancing your financial wellness. Using prevailing benchmarks from the financial industry, your FinancialScore will examine the following specifics…

Your loan commitments
Your capacity to save
Your emergency provision
Your tolerance for investment risk
Your personal balance sheet
Your feelings of stress (or satisfaction) around your finances
Your safeguards against sickness / death
Your provision for adequate retirement income
Your preparedness for life milestones still to come.

Remember this is fully confidential.