Frequently Asked Questions
  • Basics

  • How does the assessment form work?

    It's easy! Fill your details into the form we provide. Submit the form and a handy report will be generated that you can download.

  • What do I do with the financial report?

    You can do with it what you want! As soon as the form is complete and a report generated, we are notified (if you're concerned, check out the privacy section below) and we will get in contact with you via the email address you provided.

  • How do I get into contact with you?

    Please use the form on our contact page or email us at with any questions. We will do our best to get back to you within 24 hours.

  • Privacy

  • What do you do with my financial data?

    We care about information security so none of your personal data is stored or even seen by anyone. Your data is only accessed by our nifty assessment algorithm and then forgotten forever. The only thing we get to see is your report, with which we can help you gain some financial wellness.

  • What do you do with the report?

    After being generated, your report is sent to us along with your name and email address, so that we can get in contact with you. These details will only be used by us and will never be seen by anyone else.