We're so glad you're here. This quiz takes about 3 minutes — answer as honestly as you can and we'll build something that actually fits your life. No judgment. Ever.
one
Tell us about you3 minutes, once
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Plan lands in inboxSame day
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Check in monthlyPlan updates with you
Your information is used only to create your plan and is never shared with anyone.
Section 01 of 06
First, the basics.
This is where your plan gets sent
18 — 20
21 — 23
24 — 26
27 — 30
30+
Sydney
Melbourne
Brisbane
Gold Coast
Perth
Adelaide
Canberra
Regional Australia
Other
I rent my own place or with a partner
I rent with housemates
I own my home
I live with family and pay board
I live with family rent free
Section 02 of 06
Your income.
No right or wrong answer — just helps us build your plan accurately
Regular salary or wage — I know exactly what I earn
My income varies month to month
I have multiple income sources
Student with part time work
I'm not currently earning
Don't stress about being exact — a ballpark is perfect
Under $800
$800 — $1,200
$1,200 — $1,600
$1,600 — $2,000
$2,000 — $2,500
$2,500 — $3,000
$3,000+
Weekly
Fortnightly
Monthly
Irregularly — it varies
Section 03 of 06
Your expenses.
If you live rent free at home put 0
$1,000
$0$3,000+
Select all that apply
Electricity / gas
Internet
Phone bill
Car payment / lease
Car insurance
Health insurance
Gym membership
Streaming services
Petrol
Public transport
HECS repayments
Everything that comes out automatically — estimate is fine
$400
$0$4,000+
Section 04 of 06
Your real life.
Yes we actually ask this — it matters more than you think
0
1
2
3
4+
Select all that apply
Car registration
Holiday or trip
Concert or event
Wedding or hens
Moving costs
Medical or dental
Christmas or gifts
Nothing major coming up
Dinners, drinks, brunches, events — be honest, no judgment here
$200
$0$1,000+
Almost never
Once a month or less
A few times a month
Every week
Honestly... all the time
Section 05 of 06
Your money habits.
Choose up to 3
Online shopping
Eating out and takeaway
Impulse buys
Subscriptions I forget about
Afterpay and buy now pay later
Going out and socialising
Coffee and little treats
Travel and experiences
Completely lost — I have no idea where it goes
A little stressed — I know there's a problem but don't know how to fix it
Okay but could be better — I want more control
Pretty good — I just want to optimise
No savings at all
A small emergency fund (under $1,000)
Some savings ($1,000 — $5,000)
Good savings ($5,000 — $15,000)
Strong savings ($15,000+)
No debt
Credit card debt
Personal loan
Car loan
Afterpay or Zip balance
Multiple of the above
Section 06 of 06
Your goals.
Select your top priority
Emergency fund
Holiday or travel
Car
House deposit
Moving out
Just want to stop living pay to pay
Investments
I'm not sure yet
Even if you haven't managed it before — what's your goal?
$300
$0$4,000+
Very — I'm ready to actually do this
Pretty motivated — just need the right help
Somewhat — I keep starting but losing momentum
Not very — honestly just curious
Car repairs, a dental bill, a bond payment, a medical expense, a friend visiting — anything at all that's going to cost you money this month or next. The more you tell us the more accurate your plan will be
Building your personalised plan... this only takes a moment
You're all set, friend!
Your personalised money plan is being built right now. Check your inbox shortly — it's been made entirely around your answers — your income, your upcoming expenses, your goals. All of it.
What's on its way to you
✓Your personalised monthly plan — every expense accounted for
✓A real life expense calendar so nothing sneaks up on you
✓The best savings rates in Australia right now
✓Your net worth snapshot
✓A 3 month outlook so you can plan ahead
Something come up mid-month that wasn't in your plan? No problem — just update us and we'll adjust.