Pricing
Start free. Go deeper when it matters.
Free assessment. Unlock the full report when you're ready. Add modules as you go — or get everything with Mindvest OS.
Start here — free
Free Assessment
Get your Financial Confidence Index score, score band, top bottleneck, and a free one-pager by email. No credit card. Takes about 5 minutes.
- ✓ 18-question assessment across 6 areas
- ✓ Score (0–100) with top bottleneck
- ✓ Recommended first step
- ✓ Free summary by email
The Report
Your Personal Wealth Visibility Report.
One purchase. A clear picture of where your financial life is coordinated, fragmented, or exposed — across all five confidence areas, with a prioritised roadmap of what to work on first.
Where you stand
Per-pillar scores across savings readiness, retirement coordination, investment process, cross-border setup, and financial decision-making — with plain-language interpretation of what your score means.
Where the gaps are
A deep-dive into your top three bottlenecks: what's driving each gap, why it matters for your specific situation, and what it means if left unaddressed.
What to do next
A 30/60/90-day personalised roadmap with five prioritised next steps and a cross-border visibility map across eight financial domains — plus clarifying questions for your advisor.
$14.90 one-time · PDF download · yours to keep
All plans
Report
$14.90
one-time
Personal Wealth Visibility Report
- ✓Full analysis across all 6 confidence areas
- ✓Top-3 bottleneck deep-dive
- ✓30/60/90-day personalised roadmap
- ✓5 prioritised next steps
- ✓Cross-border visibility map
- ✓PDF download — yours to keep
- ✓Add training modules at $29 each
Training Bundle
$59
one-time
Report + 2 modules — saves $14
- ✓Everything in the Report
- ✓2 learning modules matched to your gaps
- ✓Action checklists + templates
- ✓Additional modules at $29 each
- ✓Saves $14 vs buying separately
Mindvest OS
$19
per month
Full library + ongoing confidence system
- ✓All 30 learning modules — unlimited access
- ✓Regular re-assessments to track progress
- ✓Refreshed reports as your situation changes
- ✓Templates and checklists — updated
- ✓Cancel anytime
Report and Training Bundle are one-time purchases. Mindvest OS renews monthly — cancel anytime. Educational platform — not financial advice.
Feature comparison
| Feature | Free | Report | Training Bundle | Mindvest OS |
|---|---|---|---|---|
| Financial Confidence Assessment (18 questions) | ✓ | ✓ | ✓ | ✓ |
| Score, band + top bottleneck | ✓ | ✓ | ✓ | ✓ |
| Full report — all 6 areas | — | ✓ | ✓ | ✓ |
| Top-3 bottleneck deep-dive | — | ✓ | ✓ | ✓ |
| Cross-border visibility map | — | ✓ | ✓ | ✓ |
| 30/60/90-day roadmap + PDF | — | ✓ | ✓ | ✓ |
| 2 learning modules included | — | — | ✓ | ✓ |
| Additional modules ($29 each) | — | ~ | ~ | ✓ |
| Full library (30 modules) | — | — | — | ✓ |
| Regular re-assessments | — | — | — | ✓ |
| Refreshed reports | — | — | — | ✓ |
Frequently asked questions
What is the free assessment?
The free Financial Confidence Assessment is an 18-question check that measures your confidence across six areas: savings, retirement, investing, insurance & protection, living abroad, and financial decisions. You get a score (0–100), your biggest gap, and a recommended first step — free, no credit card required.
What does the Personal Wealth Visibility Report include?
The report gives you a full breakdown across all six confidence areas, a deep-dive into your top three gaps, a cross-border visibility map, a 30/60/90-day action plan, and five prioritised next steps — all as a downloadable PDF. One-time payment, yours to keep.
What is the Training Bundle?
The Training Bundle combines the full report with two learning modules matched to your top gaps. It's a one-time purchase that takes you from diagnosis to your first concrete steps. Need more modules? You can add them at $29 each.
What is Mindvest OS?
Mindvest OS is a monthly membership giving you unlimited access to all 30 learning modules, regular re-assessments to track progress over time, and refreshed reports as your situation changes. Cancel anytime — no lock-in.
Is there a subscription lock-in?
No. The Report and Training Bundle are one-time purchases — you pay once and keep everything. The Mindvest OS membership renews monthly but you can cancel at any time. There is no long-term commitment.
Is this financial advice?
No. Mindvest is an educational platform. The assessment, report and learning modules provide orientation, frameworks and structured decision-support — not investment, tax, legal or financial advice. We always recommend consulting qualified professionals for specific financial decisions.
Ready to begin?
Take the free assessment.
No credit card required. Get your Financial Confidence Index score and first step in minutes.
Start the free assessment