To reach this section, you'll need to have finished claiming your Bippit account.
During this onboarding process, we'll ask some questions about what is important to you, and get a sense of where you're at in your financial journey.
We use this insight to connect you to the perfect coach.
What we'll ask | Why we ask it |
Share your money goal What's important to you? | Knowing what your initial goal is helps us pair you to a coach with interest and experience in that area. |
How confident are you about money? | Your money emotions are as important as your technical knowledge, so understanding your starting point helps us tailor guidance |
Marital Status and Dependents | This allows us to tailor guidance and content to your circumstances |
Country of residence and living situation | Bippit is only available to employees based in the UK and the Republic of Ireland. This will allow us to filter your experience based on your location. |
Employment Status and Gross Salary | We'll use this to gauge what you might need support with. |
Once you submit your answers, we'll match you with a coach whose experience suits your needs!