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Financial
Wellness
Assessment

Recent research from Manulife establishes a strong link between financial health and physical and emotional health – compelling evidence of the benefits of being financially prepared.

The Financial Wellness Assessment is a simple questionnaire that measures your current level of financial wellness and, based on your answers, provides you with a personalized action plan to help you improve it.

It takes about 5 minutes and doesn’t require any preparation.

By clicking "Get started now!" you agree to the terms and conditions.

Get started now!
About you icon

About you

Gender

Age

?

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Household income

< $50,000

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Home ownership

Rent
Other
Own
Budgeting icon

Budgeting

What are your budgeting habits?

I keep track of my income and expenses

I usually spend within my means

I have an emergency fund

Planning for retirement icon

Planning for Retirement

How are you doing with saving and planning for retirement?

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I plan to retire in:

?

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What are the main reasons why you are not saving more for retirement?
(Choose all that apply)

Investing icon

Investing

Are your savings invested in a way that is right for you?

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  • I don’t have any savings
  • I don’t know
  • I think so
  • Definitely
Debt management icon

Debt management

I have... (Choose all that apply)


How are you doing with managing your debt?

I am able to make my debt payments with no difficulty


In the last 12 months (choose all that apply)

Financial protection icon

Financial protection

Who depends on you for financial support (choose all that apply):


Would you feel financially prepared if one of these events happened to you, your spouse or dependents?

Death

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  • No
  • Somewhat
  • Yes

Disability

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  • No
  • Somewhat
  • Yes

Serious Illness

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  • No
  • Somewhat
  • Yes

Do you have a Power of Attorney?

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  • No
  • I don't know
  • Yes

Do you have a will?

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  • No
  • I don't know
  • Yes
Financial stress icon

Financial stress

Dealing with money causes me stress

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  • Often
  • Sometimes
  • Rarely

I worry about my financial situation

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  • Often
  • Sometimes
  • Rarely

Worrying about money distracts me at work

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  • Often
  • Sometimes
  • Rarely

How ready are you to take steps to improve your financial situation?

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  • Not at this time
  • Somewhat
  • Very
Financial products and advice icon

Financial products and advice

I own financial products (investments or insurance) outside my employer plans

I usually consult a professional financial advisor before making a financial move

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  • Disagree
  • Neutral
  • Agree

Check one or more of these statements if they apply to you

Financial priorities icon

Financial priorities

Select your Top 3 Financial Priorities from the items below:

Results icon

Results

You have taken an important first step to improving your financial future.

Your score

0

of 100

User average

0

of 100

If you need help,

contact us
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Your score

0

of 100

You're on your way to good financial health. Your personalized action plan will help you get there.

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User average

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of 100

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Your score breakdown

  • green star legend icon
    You're doing great!
  • yellow circle legend icon
    Needs some work
  • red block legend icon
    Needs a lot of work

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Budgeting activities

Average

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Retirement planning

Average

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Investing

Average

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Financial protection

Average

green block
Financial stress

Average

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Debt management

Average

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Terms and conditions

The information that you provide in the Financial Wellness Assessment will be used to measure your level of financial readiness and to provide you with a personalized action plan. All content in the personalized action plan is for illustration and informational purposes only and should not be construed as a guaranteed outcome. Manulife may combine the information you provide with information from other users, to provide aggregate reporting to its group plan sponsors so that they may identify areas of focus when it comes to the financial wellness of their employees. This reporting may also be used by Manulife to develop workplace financial education programs and will not contain any information that could be used to identify you personally. To ensure confidentiality, Manulife will never identify your responses to any third parties. Manulife is not responsible for availability or content of external websites.

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Financial Products

E.g. personal life insurance, RRSP, investment or RRSP loan, mutual funds, non-registered investments, TFSA, stocks/bonds, online trading or investing account.

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Resources

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Resources