Understand Where You Stand Financially and Take Control of Your Finances With Our Personal Financial Wellness Assessment

This Personal Financial Wellness Assessment helps you understand your current financial wellbeing, identify areas that may be affecting your financial health, and recognise where you can take steps towards greater financial control and financial freedom. Please answer the questions as honestly as possible. Your responses will remain anonymous and protected and will be handled confidentially. The information you provide will help you gain a clearer picture of your financial wellbeing and identify areas that may need attention.

Financial Wellness Assessment

Your responses will help provide an indication of the areas of your financial wellbeing that may require attention. This may include financial security, financial freedom, financial pleasure and financial behaviours.

Your information will remain protected and will be handled confidentially.

1 / 12

Category: 1.1 Attitude Towards Money

1. I always have enough money to meet my monthly expenses, including transport, food, rent/bond, insurance and other necessities.

2 / 12

Category: 1.1 Attitude Towards Money

2. If needed, I could afford to replace broken items around my home.

3 / 12

Category: 1.1 Attitude Towards Money

3. I am saving monthly towards my future or retirement.

4 / 12

Category: 1.2 Subjective Choices

4. My daily choices are not determined by the available balance in my account.

5 / 12

Category: 1.2 Subjective Choices

5. I am flexible enough to start a new life without worrying about money.

6 / 12

Category: 1.2 Subjective Choices

6. I have enough money to do what I want.

7 / 12

Category: 1.3 Perceived Control

7. I have enough money to spend on myself.

8 / 12

Category: 1.3 Perceived Control

8. I can afford to do the things I enjoy.

9 / 12

Category: 1.3 Perceived Control

9. Money does not limit me from enjoying myself or having fun.

10 / 12

Category: 2.1 Personality Traits

2.1 Personality Traits

Influences how you naturally approach financial decisions and risk.

Aggressive

Select all that apply:

11 / 12

Category: 2.2 Conscientiousness

2.2 Conscientiousness

Associated with being organised, responsible, disciplined and future-oriented.

Unconscientious

Select all that apply:

12 / 12

Category: 1.2 Subjective Choices

2.3 Self-Control

This assesses the conflict between immediate gratification and future benefits.

Impulsive

The average score is 0%

0%

Thank you for taking this financial wellbeing assessment. We will be in touch with you soon.

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