Australia’s 1st Financial
Wellness Program

Your Financial Wellness is an independent online platform which helps you understand your finances so you can make informed decisions about your financial future.

our program

Our vision is to improve financial wellness in Australia.

To achieve this, we built Australia’s first financial wellness platform designed to help our users articulate and achieve their financial goals and aspirations.

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About the platform

financial wellness based in data

Your Financial Wellness has been built using insights from behavioural economics and is backed by academic research.

The platform enables a user to input information about their financial goals and aspirations as well as their attitude to finances.

This data is then fed into our proprietary algorithm which provides the user with customised reports and content that is relevant to their situation.

Proven results


We’ve shown that the more a user engages with our platform, the more well off they tend to be.

Building a world-class digital experience begins by giving users access to the information they need to make the best possible financial decisions.

Your Financial Wellness delivers personalised tools and reports driven by AI, helping users better understand and take action throughout their financial wellness journey.

we work with

We work with forward-thinking organisations who share our vision of improving the financial wellness of Australian households.

Research Partner

In the Media

Our research and analysis has delivered a unique understanding of financial wellness in Australia

Whether you’re a customer-focused financial institution or an employer looking to support your team, YFW’s data-driven solution will help users take control of their finances.

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Our research

Our approach is backed by academic research. In 2021 the Centre for Social Impact at UNSW Sydney independently validated the Your Financial Wellness Index, establishing it as the benchmark index measuring financial wellness in Australia.

Our research has found that sadly, for many Australians, financial stress is commonplace

Download this report

Leadership team

Alexander Hassall


Alexander is responsible for YFW’s product development and manages the product delivery/development process. He has a background in the financial services industry and holds a Bachelor of Arts and Science and a Master of Business Administration.

Adam Wan

CTO/Solution Architect

Adam has been the head of IT and web architecture at Your Financial Wellness since our early stages. He is a highly experienced web technologies developer and business solutions analyst. He specialises in CRM systems and has extensive experience implementing solutions across a number of industries.

Mike Roberts

Head of Strategy & Insights

Mike has 30 years experience using his demographic and marketing background analysing customer behaviour within both large Banks and the Mutual Financial Sector. Mike developed an Industry wide behavioural data base for the Mutual Financial Sector from which he delivered strategic analysis and Insights to over 80 Mutual Institutions.

Peter Deans

Advisory Board Member

Peter has over 30 years’ general management, risk management, and banking experience. Peter was most recently Chief Risk Office of Bank of Queensland (BOQ), where he also served as a member of BOQ’s Executive Committee until his retirement in 2019. Peter is one of the region’s leading risk management experts and is currently a strategy and risk advisor to banks, financial institutions, and corporate clients. He is also a Non-Executive Director of The Regtech Association in Australia and a member of the Economics and Finance School Advisory Committee at Queensland University of Technology (QUT).

Sonia Casanova

Advisory Board Member

With more than 20 years’ experience in marketing and business development roles, Sonia has held senior roles in the tourism, aviation, and financial services industries in Sydney. Sonia is now based in regional NSW and co-owns an award-winning marketing, digital and design agency focused on helping businesses and organisations achieve their goals through effective planning and marketing. In addition to her marketing capability, Sonia is an experienced non-executive director and a strong supporter of the mutual business model.

James McCusker

Advisory Board Member

A chemical engineer-turned-banker, James has over 20 years' experience across Australia’s large corporate and manufacturing sectors covering the ASX top 200 clients. James is now working with emerging tech, early-stage and high growth businesses to review and clarify their strategy, leading to insights on stakeholder management, risk management, financial modelling and enterprise valuation.
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