Financial Stress Survey Tool: Measure your team's financial stress before it costs you

Wealthbit's Financial Stress Report shows that 4 in 5 employees across South African companies say they regularly worry about money. That's almost all of them and it doesn't stay at home. 58% say financial stress affects their energy and focus at work. It shows up in missed deadlines, lower productivity, burnout, absenteeism and higher staff turnover. But because employees rarely talk about money, most companies have no idea how serious the problem is.

Our free survey helps you measure financial stress across your workforce so you can understand what's happening before it affects performance.

What you'll get

Wealthbit’s Financial Stress Survey Tool is a simple, anonymous way to check in with your team and uncover how financial stress may be affecting their ability to show up at work. After your team completes the survey anonymously, you'll receive company-level insights including:

• overall financial stress levels
• how stress is affecting productivity and focus
• physical symptoms linked to financial pressure
• whether employees are considering second jobs
• early indicators of retention risk
• trends as participation increases

How it works

Step 1: Request your survey

Complete the short form and we'll generate a unique survey link for your company.

Step 2: Share it with your team

Send the anonymous survey using our ready-made email template. It takes employees only a few minutes to complete.

Step 3: Receive your insights

As responses come in, we'll send you aggregated reports highlighting trends, risks and opportunities to improve employee financial wellbeing.

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Supporting your team’s financial wellness isn’t just the right thing to do; it’s also good for business. Wealthbit’s Financial Freedom Programme is designed as a structured, step-by-step support system that meets people where they are, and helps them build long-term control over their money, not just short-term relief. Proven. Structured. Already used by top businesses across South Africa.