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For and with you
Financial Wellbeing

Complete the Financial Wellbeing Survey.

We’re pleased you’ve taken the time to better understand your current financial wellbeing.

Complete the five survey questions to find out your financial wellbeing score, then explore the tips and resources we'll share to help you understand and improve your rating.​​

How does the survey work?

Our quick survey will give you a score and a rating to help you understand your financial wellbeing. We’ll also give you suggestions about how you might be able to improve it. Our survey is based on the MI Financial Wellbeing Scales (Comerton-Forde et al, 2018)​

You can complete the survey anonymously or choose to enrol in our email-based financial wellbeing coaching program. It’s completely up to you. Your data will be stored securely. For information about how we handle and secure any personal information you provide please refer to our Privacy Policy.

This is just one of the ways we can help you improve your financial wellbeing – you can also call us on 13 25 85 (Monday – Friday 8.00am – 8.00pm, Saturday 9.00am – 3.00pm ACDT) or visit us in your local branch.

Customer-owned for over 65 years
50+ branches across Australia
B Corp Certified since 2015
Supporting 6000+ community organisations
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Owned by customers, not corporations. 

Beyond Bank is 100% owned by its customers, with our profits going towards competitive rates, fairer fees, top-notch customer service and supporting local community groups. Plus, as a B Corp certified bank, you can trust we're using our resources to support social and environmental good.

Other ways we can help.

Chat with our local customer service team or find your answer in our Frequently Asked Questions.
Find a branch or ATM near you.
Our live chat is available Monday to Friday 8.00am - 8.00pm ACDT and Saturday 9.00am - 3.00pm ACDT.