90 seconds, ten questions
Mostly tap-to-answer. One slider. Branches automatically if you don't have a mortgage.
Wealth Health› HealthCheck
Free · 90 seconds · No email required
The Wealth Health HealthCheck.
Ten questions across Mortgage, KiwiSaver and Insurance. We score each one, surface the single thing worth fixing first, and hand you a shareable link if you want a second opinion. Built by Craig Coupland (CFP) for everyday Kiwi households.
How the HealthCheck works
Built to be useful, not a tripwire.
No email captured
The result lives in the URL hash. We do not store anything server-side. You decide whether to send it to Craig.
Three tabs in the result
Mortgage, KiwiSaver, Insurance. Each tab shows a score, plain-English insights, and one suggested next step.
Shareable, no login
Copy the link. Send it to your partner or accountant. They open the page and see exactly what you saw.
Common questions
Things people ask before they start.
Is the HealthCheck actually free?
Yes. No email required, no card, no obligation. The result lives in the URL itself, so we do not need to store anything.
Will Craig follow up if I take the HealthCheck?
Only if you book a chat. The HealthCheck does not capture your email or phone. The link at the end of the result is an open invitation, not a tripwire.
Is this real financial advice?
No. It is a structured diagnostic that flags areas worth a real conversation. Personalised financial advice comes from Craig as a Certified Financial Planner under FAP licence FSP 523606.
What if I don't have a mortgage / KiwiSaver / insurance?
The quiz branches. If you have no mortgage, the mortgage questions skip. Each tab in the result still appears, with whatever is most useful for someone in your position.
How is the score calculated?
It's a transparent, hand-tuned score across each pillar, weighted by what a CFP would flag as the most-common-issues-first. It's not precise advice, it's orientation. Real advice happens in a 15-minute call.