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Workbooks

To help improve your money skills, we’ve created a series of online workbooks covering a range of financial topics. When you complete these simple exercises you can:

  • Learn more about personal finances, superannuation and investing
  • Apply your new-found knowledge to your personal situation
  • Save your financial details
  • Review those details later in your online Financial Profile
  • Let your Money Coach access your Profile. This ensures advice and recommedations are suited to your needs, circumstances and preferences.

Choose from the following online workbooks:

  • Getting Started

    Helps you take the first steps towards your brighter financial future. You’ll learn your money personality, set your goals, and get control of your spending.

  • Superannuation

    Discover why super is such a good investment, learn whether your finances are on track for retirement, and find out how to boost your super savings through consolidation, salary sacrificing and co-contributions.