Twelve short questions across governance, financial guidance, and staff financial wellbeing. Your answers take around five minutes and produce a scored picture of where your organisation may have gaps — and which services are most worth exploring.
Your answers are not stored. Results are shown only to you.
Four questions about your board's governance structures, trustee responsibilities, and investment policy.
Offered by Adena StreetFour questions about your investment performance, fees, and financial arrangements.
Offered by Adena StreetFour questions about how your organisation currently supports staff with financial pressure and uncertainty.
Powered by Aetas in the WorkplaceBased on your answers, here is a picture of where your organisation currently stands across the three service areas.
A 45-minute discovery call with Matthew Steiner — no obligation, designed to give you as much clarity from it as we gain. Your diagnostic results will help focus the conversation on the areas that matter most.