Welleness blends hyper-personalised financial insights, AI coaching and smart alerts with trusted female advisers to help you feel confident, protected and in control of your finances.
You might have used a budgeting tool, or thought about downloading an investment app. But what if there was an easier way to get a grip on the 6 key pillars of your financial health?
Keeping on top of your income and outgoings is the essential base to building up your wealth. When was the last time you properly reviewed your spending?
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You might be paying into life insurance but when did you last check your level of cover? Has it kept pace with current inflation?
Your mortgage is normally your biggest fixed cost, but how regularly are you reviewing your options? Are you aware of the current base rate?
You've probably got a pension (or several), but do you understand how it's invested? Or if it's growing fast enough? And where is all the paperwork?
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Women are wealthier than ever, but we still aren't maximising our money. Do you have cash in the bank that could be making more money elsewhere?
If you don't have a will in place, your children won't automatically inherit. We know how important taking care of family is to most women.
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We want you to feel confident and informed about your financial health. By answering some questions across our 6 pillars, you'll get a personalised wellness score. A great starting point for taking action.
Once you’ve got your score, Elle’s here to offer hyper-personalised financial coaching. She’ll help you understand what your score means and give you some options of what you might want to do next.
Think of her like your financially-savvy friend who never judges.
Anything you ask is 100% confidential and secure.
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If you'd like expert advice, we can connect you to one of our trusted, FCA-regulated, female advisers. No obligation, no hidden fees, just a free conversation (at a time that’s convenient) about what might be right for you.
I didn't have an active will. I guess I thought I was too young but I didn't understand that meant my kids wouldn't automatically inherit.
Rachel
I lost my job and suddenly we couldn't afford to do anything. Now I'm working again I'm looking at getting decent income protection.
Funmi
I know I have a pension from an old job but I don't know where it is or how to find it. My score has helped push it to the top of my priorities.
Sarah
I have some extra cash each month and I keep thinking about investing but just don't even know where to start. I'm also worried about the risks.
Ozlem
I'm currently struggling not to use my credit card each month. I have a good salary but I could do with help managing my outgoings and costs.
Carly
Our mortgage became so expensive when the rates went up but I didn't realise I could switch now and save nearly £200 each month.
Hetty
Welleness is a women-led business on a mission to close the gender finance gap for good. We offer women a clear, confident and caring pathway to financial health – zero jargon, no pressure.