Before a financial plan, we need a life plan. This discovery tool explores the five areas that research shows matter most to lasting happiness — and reveals where your money could be working harder for you.
Under 5 minutesInstant personalised resultsCompletely confidential
Rate yourself honestly across five areas of life. There are no right or wrong answers.
Area 1 of 5Health & Energy
Health & Energy
Physical & Mental Wellbeing
Why this matters for your finances
Health affects retirement timing, protection needs, and your ability to do the things you're planning for. Many people plan the money carefully — and forget to plan around their own body.
How would you rate your health and energy right now?
Why this matters for your finances
Retirement is most meaningful when relationships are strong. A financial plan should protect your time as well as your money — and both partners need to be genuinely aligned on what life after work actually looks like.
How would you rate your closest relationships right now?
Physically present but emotionally absent. Work crowding out the people closest to youGenuinely present with the people who matter. Feeling known, loved, connected
Area 3 of 5Beauty & Meaning
Beauty & Meaning
Experiences That Make Life Feel Rich
Why this matters for your finances
The experiences that matter most are often low-cost but require time freedom. Financial independence isn't about spending more — it's about protecting the space to do more of what genuinely lights you up.
How often do you make time for the activities and experiences that genuinely light you up?
Rushing through days, no space for things that aren't productiveRegular time for travel, creativity, nature — things that make life feel worth living
Area 4 of 5Work & Contribution
Work & Contribution
Purpose, Meaning & Financial Security
Why this matters for your finances
This is the most directly money-related of the five areas. Whether you're counting down to retirement or nervous about stopping — your relationship with work shapes when you retire, what the transition looks like, and what comes next.
Does your work feel meaningful and fairly rewarded — or more like a financial obligation you can't yet escape?
Working only for money, dreading it, income feels like a trapWork feels purposeful, income feels fair, contributing something real
Area 5 of 5Worldview & Legacy
Worldview & Legacy
Values, Purpose & What It's All For
Why this matters for your finances
This opens conversations about inheritance, trust structures, charitable giving, and values-based investing. Once we understand what your money is ultimately for, every financial decision becomes more purposeful.
How clearly defined is your sense of what matters most — and what you want your life and money to stand for?
Drifting, reactive — no clear framework for what your decisions should serveClear on your values and what to leave behind — for family, community, or both
Your results are ready
Where should we send them?
We'll show your results on the next screen and send a copy to your inbox. No spam — and no calls unless you want one.
Your details are handled in accordance with our privacy policy and will never be shared with third parties.
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YOUR LIFE QUALITY SCORE
Your scores by area
Where to focus first
Ready to turn this into a plan?
A 30-minute conversation with Vig costs nothing and commits you to nothing. It's a chance to see what a financial plan built around your actual life could look like.
