For individuals
Make sense of money, one step at a time.
Build a private financial picture, plan month by month and ask for help when you decide it would be useful.
How it works
01
Start with what you know
Record your income, expenses, savings and debts without needing a perfect first draft.
02
Make a plan for this month
Keep each monthly budget separate and compare planned and actual amounts as life changes.
03
Choose your next step
Follow your action plan, explore learning materials or request a private session.
What you can do
My money
Monthly budgets, debt information and useful comparisons in one place.
My plan
Actions, progress and savings goals that connect to your own priorities.
Learning and support
Plain-language resources, workshops and a route to qualified human help.
A clear privacy boundary
Your employer does not receive your individual budget, debts, AI conversations or counselling notes. A counsellor needs a specific time-limited approval to view private information for a case.
Read how FinEQ handles access