Session tool 01 · Scored assessment

Your Wealth Score

Eighteen questions, about three minutes. It scores how deliberately your money is organised — not how much of it you have.

Takes3 min

Eighteen questions across six areas, plus two about your horizon.

You get/100

A score, a six-part profile, your two widest gaps and the pattern behind them.

StaysPrivate

Scored in your browser. Nothing is sent anywhere, by us or to us.

How it is scored

Each question has three answers, worth 1, ½ or 0. An area's score is the average of its three answers, multiplied by that area's weight. The six weights add to 100 — they are not equal, because these areas do not matter equally during peak earning years.

What this is and is not. This is an educational self-assessment. It records your own view of your arrangements — not a review of your finances, not a measure of financial health, and not personal advice. It does not consider your objectives, financial situation or needs, and no answer leads to a product recommendation. There is no good or bad score. The score exists to show you which questions deserve a closer look.

Written for a room of senior leaders — and built to be answered honestly, not impressively.

Executive financial wellbeing session · General information only
Your result

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Where the score came from

Weakest area first. Each track is as long as that area's weight, and the fill is the share of that weight your answers earned — so the coloured length is the points the area contributed. The shape matters more than the total: a strong area rarely compensates for a weak one.

The pattern in your answers

These read the relationship between your areas, not just the low ones.

Your two widest gaps

The specific questions where you were least certain, and why each one matters.

The one question worth taking further

Book a complimentary consultation

A confidential, no-obligation conversation. Bring this page — the gaps above are the agenda.

Next: your Freedom Score
About this score. It reflects what you reported about your own arrangements on . It is general information only, is not a review of your financial position, and is not personal advice. The weightings are Prospa Financial's educational judgement about what tends to matter during peak earning years — they are not a regulatory, industry or statistical standard.