Methodology

The GWP Wealth Score — 0 to 850

The GWP Wealth Score is a composite of three pillars computed from your real financial data. It is not a credit score. It is not a wellness score. It is a wealth trajectory score — a single number that tells you whether your current financial behavior is building toward your goals or quietly working against them.

The three pillars

33% weight

Protection

How well you are protected against financial shocks. Measures your emergency fund coverage in months, your debt-to-income ratio, and your insurance coverage. A weak Protection score means one unexpected event could derail everything else you are building.

40% weight

Momentum

The speed at which you are building wealth. Measures your savings rate, how consistently you invest, and whether your monthly cash flow is positive. Momentum is the pillar most directly within your control — behaviour change here moves the score fastest.

27% weight

Efficiency

How well your money is working for you. Measures the proportion of your savings that is actively invested versus sitting idle, and how fully you are using tax-advantaged accounts. Efficiency is where the gap between average and excellent wealth building is most visible.

Score bands

Where your composite score falls on the 0–850 scale.

Perfect

750–850

Your wealth fundamentals are exceptional. Focus on optimisation and long-term growth.

Strong

600–749

You are building well. One or two specific changes could accelerate your trajectory significantly.

Stable

400–599

You have a foundation. There is meaningful room to improve. Your biggest lever is identified in your brief.

Weak

0–399

There are structural gaps that need addressing before your wealth can build efficiently. Start with your Protection score.

The confidence score

The confidence score tells you how reliable your GWP Score is, not how good your finances are. The confidence score is always visible — so you always know what your score is based on.

35%

Form answers only

A score based only on your form answers carries 35% confidence.

50%

Bank account connected

Connecting your bank account raises it to 50%.

65%

Investment accounts connected

Connecting your investment accounts raises it to 65%.

100%

Advisor verified

Your advisor verifying the profile in your first meeting raises it to 100%.

Your score

See yours in five minutes

Answer five questions for your preliminary Wealth Score across all three pillars. Connect accounts anytime to raise your confidence score.

Calculate my score →

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