Financial Health Checker

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Customer Identification - Step 1 of 2

My Financial Health Checker

Answer a few quick questions to see how financially healthy you are

Are you a Sterling customer? *

Full Name *

Phone Number *

Email *

Employment Status *

Location *

(All answers scored 1–3. Higher score = healthier)

Budgeting Habit

I track my spending monthly → 3
I try sometimes → 2
I don’t track at all → 1

Emergency Savings

I have 6+ months saved → 3
I have some savings → 2
I don’t have savings → 1

Debt & Loan Management

No debt or fully manageable → 3
I pay some loans but it’s manageable → 2
Debt is a big concern → 1

Investments

Yes, I invest regularly → 3
Occasionally → 2
Not investing → 1

Insurance / Protection

Yes, I have adequate insurance → 3
I have partial cover → 2
I don’t have any cover → 1

Email *

We'll send a copy of your result there!

Total Score

Score Band

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