BSB 806 015

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BSB 806 015

Your Financial Wellness

Understanding your financial wellbeing just got easier.

We want to empower all West Aussies to make the most of their money and build the financial future they want for themselves and their families. That’s why, to help equip you on your financial journey through life, we’ve partnered with Your Financial Wellness.

Your Financial Wellness is a free online tool now available to all P&N Bank customers. Whether you’re trying to get out of debt, get into your own home or want to future-proof your finances, Your Financial Wellness can help you feel empowered to take control of your financial situation.

Financial wellness snapshot

Get a view of your overall wealth and how you compare to other Australians.

Action steps program

Track your progress as you learn more about your finances through guides and self-paced tutorials.

Get financially fit

Unlike going to the gym, it only takes a few minutes to see how you can improve your financial fitness

Guides and tools

Put your newfound financial know-how into practice and make real progress on your financial journey.

How do I get started?

1

Register your details and then look out for your activation email from the Your Financial Wellness platform.

2

Complete the short nine-question survey to see what your personal Financial Wellness Index Score is.

3

Learn where your money comes from, where it goes, and get your own Financial Wellness Snapshot report.

Frequently asked questions

See all Your Financial Wellness frequently asked questions.

Important information

Your Financial Wellness is provided by My Online Guides Pty Ltd trading as Your Financial Wellness (YFW). It is not provided by P&N Bank and P&N Bank takes no responsibility for the information or services provided to you by YFW. Should you wish to register with YFW, that will create a relationship between you and YFW, and not with P&N Bank. By registering with YFW you acknowledge that you’ve read and accepted YFW's Privacy Policy and User Agreement. Any advice given by YFW through its website or services is of a general nature only and does not take into consideration your personal objectives, financial situation or needs. Please consider the appropriateness of any advice before acting. Note: Your password for the YFW services and website and will not be shared with any party, including P&N Bank. P&N Bank will receive anonymised and aggregated data relating to the use of the YFW website and services but will not receive any personal information that you provide to YFW or relating to your use of the YFW website and services, unless you authorise them to do so.

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