Financial Wellbeing Diagnostic for Employers

Answer 10 questions to assess your organisation's financial wellbeing support. Get a risk score and personalised recommendations in under 3 minutes.

1. We have a formal financial wellbeing program in place for employees
Strongly disagreeStrongly agree
2. Our employees have access to financial coaching or counselling
Strongly disagreeStrongly agree
3. We measure the impact of financial stress on productivity
Strongly disagreeStrongly agree
4. Our EAP provider covers financial issues in depth (not just referrals)
Strongly disagreeStrongly agree
5. Employees feel comfortable discussing financial stress with HR
Strongly disagreeStrongly agree
6. We offer salary advance, earned wage access, or emergency loans
Strongly disagreeStrongly agree
7. Financial literacy education is part of our onboarding or L&D
Strongly disagreeStrongly agree
8. We know what percentage of our workforce is under mortgage stress
Strongly disagreeStrongly agree
9. Our benefits package includes tools for budgeting, debt management, or savings
Strongly disagreeStrongly agree
10. Leadership recognises financial wellbeing as a duty of care obligation
Strongly disagreeStrongly agree

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