Money Check Up

Resources Page

We welcome colleagues from primary and community health and mental health and wellbeing services to our Money Check Up resources page.

Through the Money Check Up program we are encouraging our colleagues who regularly engage with people experiencing mental health and wellbeing challenges to run a brief check on their financial wellbeing as well. Research shows that financial counselling can alleviate the money troubles that may be contributing to mental distress. More about the program…

If you would like to book an online briefing session for your team on Money Check Up, please click the ‘Book now’ button.

Money Check Up resources are provided below for your reference, download and use. Click here to download all resources

Money Check Up Conversation Guide

A checklist and useful phrases to help identify whether your participant may be experiencing money problems

Money Check Up Find a Financial Counsellor

How to use web resources to make the best match between your participant and the available local financial counselling services

Money Check Up Flyer

A simple flyer explaining financial counselling to your participant, including space for you to enter contact details for their preferred local service

My Financial Health Check

A handy tool for your participant to (if they wish) check whether they feel ‘on top of’ their financial arrangements.

Build Your Financial Capability

Free programs to help you learn more about managing the household finances – this guide helps you choose a program that best suits your needs and preferred learning style

Money Check Up Slide Pack

Presentation slides on recognising and responding to co-occurring financial problems and mental distress. Please book a Money Check Up session using the above booking button so we can help connect your team to your local financial counsellors. The briefing session is highly interactive, with most of the time allocated to a question and answer component to supplement this presentation.

Hear about how financial counsellors can work with your clients to support them...

If you have any questions about the program or the above resources, please feel free to contact us.

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About the program

Financial counsellors are qualified professionals providing free, confidential and independent support and advocacy to individuals experiencing financial hardship. Their work is person-centred and strengths-based; they listen to the participant’s story and help with options that respond to their needs and preferences. By identifying options, the financial counsellor empowers the participant to make better choices and improve their situation.

Financial counsellors mostly operate from non-profit agencies and work under credit licence and financial services licence exemptions which permit them to access financial information and negotiate with creditors on the participant’s behalf (with their consent). Practical assistance of this kind is of great value in resolving confusion and relieving participants’ stress.

Financial Counselling Victoria (FCVic) is the peak body for all financial counsellors operating in Victoria