Understand Your Situation. Get Clarity. Take Action.
Structured assessments that turn your answers into a diagnostic report — with prioritised recommendations you can act on.
Three steps to clarity
Answer questions
A structured, confidential assessment — around 20 questions, answered section by section.
Your report is prepared
Your answers are analysed and a structured report is prepared, which our advisors use as the foundation for your first conversation.
Receive recommendations
A readable, actionable report you can export as PDF or Word — and take to a conversation.
Start with the free summary. Unlock the full diagnostic.
Every assessment generates a diagnostic report immediately — the summary is free, and the full detailed report is available as a one-off upgrade.
The free summary report gives you scores, an executive summary, and your top 3 priorities — delivered by email or WhatsApp with a private link, valid for 30 days. The full diagnostic adds category-by-category findings, recommendations, an action plan, advisor commentary, and PDF/Word export — valid for 12 months.
Your data stays yours
Your responses and report are confidential, used only to generate your diagnosis, and never shared. Reports are private and unique to you — we do not index them publicly.
Frequently Asked Questions
Everything you need to know about the Business Health Check.
What is a Business Health Check?+
A Business Health Check is a structured diagnostic assessment that evaluates your financial health across key areas. It generates a detailed report with findings and prioritised recommendations you can act on immediately.
How long does the assessment take?+
Most assessments take around 15-20 minutes. The questions are structured section by section, and you can save your progress and return later.
Is my data confidential?+
Yes. Your responses and report are completely confidential. We never share your data with third parties, and reports are private and unique to you.
What happens after I complete the assessment?+
You receive a diagnostic report immediately — a free summary plus the option to unlock the full detailed report. The report includes findings, priority callouts, and a roadmap for next steps.
Can I use the report with an advisor?+
Absolutely. The report is designed to be shared with our advisors or your own financial team. It provides a structured foundation for strategic conversations.
Ready to see where you stand?
Take the free assessment now. You'll have a diagnostic report within minutes.