Financial
Wellness Profiler
Wellness Profiler
How well do you know yourself?
This quiz is to help you understand yourself, your attitudes and your
behaviours towards money.
Pick the statements you identify with the most and
find out how you score.
Be truthful with yourself and think about what changes you
might want to make.
Think
How much thought
do you put into your finances?
Q1
Could you say to the last penny how much money you
have in your bank account right now?
have in your bank account right now?
Q2
How would you describe your relationship
with your credit card?
with your credit card?
Q3
I stop and think twice before I make a purchase.
It can pay off to think
before you act...
before you act...
An impulsive mindset can often make life a bit more interesting;
but consider two things before you flash the cash...
1. Will you still want this purchase tomorrow?
2. Can you say you won't miss the money?
If the answer to these is both 'Yes', then go right ahead.
If even one is a 'No', then maybe it's time to put your wallet away...
but consider two things before you flash the cash...
1. Will you still want this purchase tomorrow?
2. Can you say you won't miss the money?
If the answer to these is both 'Yes', then go right ahead.
If even one is a 'No', then maybe it's time to put your wallet away...
Now let's explore how your
finances make you feel...
finances make you feel...
You're a bit hit
& miss...
& miss...
It sounds like you understand how to be financially savvy;
but you can be a bit hit and miss!
Try to build on those good habits; put a reminder in your
calendar to check your bank balance, and create and stick
to an action plan for paying off any debts.
but you can be a bit hit and miss!
Try to build on those good habits; put a reminder in your
calendar to check your bank balance, and create and stick
to an action plan for paying off any debts.
Now let's explore how your
finances make you feel...
finances make you feel...
You're all over it!
Great start! It's clear you're thinking about your finances
in the right way. But it's important to stay savvy.
Regularly checking in on your financial health helps you
stay on track.
in the right way. But it's important to stay savvy.
Regularly checking in on your financial health helps you
stay on track.
Now let's explore how your
finances make you feel...
finances make you feel...
Feel
You think your thoughts are driving your decisions.
Think twice. It's your emotion that has
the last word in decision-making.
Q1
Do you feel stressed when you see your bank balance?
Q2
How does your financial progress
over the last 5 years make you feel?
over the last 5 years make you feel?
Q3
I feel in control of my finances.
Let's take a moment...
If you're feeling stressed, or you can feel your dreams slipping away,
remember that it's never too late to turn it around.
When you move on to the final section of this quiz,
continue to answer truthfully, but also think about what good looks like.
Try not to worry; help is always available.
remember that it's never too late to turn it around.
When you move on to the final section of this quiz,
continue to answer truthfully, but also think about what good looks like.
Try not to worry; help is always available.
How are you planning to take your finances to the next level?
The time to take control
is NOW
is NOW
You're doing well, but not quite the finished package.
Being more comfortable seeing your bank balance some
days more than others is perfectly normal, you just need to make
sure you've got a plan in place to make the
good days more frequent than the bad.
It's important to re-assess your financial goals regularly.
Aspiration is key to success, but unrealistic ambitions can be
unhealthy for your mental wellbeing.
Being more comfortable seeing your bank balance some
days more than others is perfectly normal, you just need to make
sure you've got a plan in place to make the
good days more frequent than the bad.
It's important to re-assess your financial goals regularly.
Aspiration is key to success, but unrealistic ambitions can be
unhealthy for your mental wellbeing.
How are you planning to take your finances to the next level?
You're in a good spot
We're getting good vibes from you. Your finances aren't stressing
you out too much, and you're on track to achieve
many of your financial goals.
Keep up the good work;
financial wellbeing is a marathon, not a sprint.
you out too much, and you're on track to achieve
many of your financial goals.
Keep up the good work;
financial wellbeing is a marathon, not a sprint.
How are you planning to take your finances to the next level?
Do
No matter what you think or feel,
what's important is what you do and
it's all in your control!
Q1
Do you have a short- and long-term plan
to achieve your financial goals?
to achieve your financial goals?
Q2
Do you have a way that you build your
knowledge around money and finances?
knowledge around money and finances?
Q3
I make my money work for me.
Your future is in your hands...
It doesn't look like you've put together a cohesive plan
to take control of your finances, but now is as good a time as any to change that.
Help is just a couple of clicks away; get to know your score
and then browse the wealth of content we've
created to help you start to take control of your future, today.
to take control of your finances, but now is as good a time as any to change that.
Help is just a couple of clicks away; get to know your score
and then browse the wealth of content we've
created to help you start to take control of your future, today.
Time to graduate
It's crucial to set achievable short and long-term goals to achieve
your financial dreams. You need to have an effective strategy to get
from A to B. If you want to become a real savvy saver, make sure you're
reading as much about personal finances as you can; that time
might be one of the best investments you make.
Get to know your score and then start building your future
using the wealth of content we've created for you.
your financial dreams. You need to have an effective strategy to get
from A to B. If you want to become a real savvy saver, make sure you're
reading as much about personal finances as you can; that time
might be one of the best investments you make.
Get to know your score and then start building your future
using the wealth of content we've created for you.
You're on top of it!
So let's just make sure you stay there. Continue to soak up as much
information as possible, and regularly re-evaluate your financial goals;
circumstances change, so your goals should too. Get to know your score
and then start tosupplement and support all the good work you've
done so far using the wealth of content we've created for you.
information as possible, and regularly re-evaluate your financial goals;
circumstances change, so your goals should too. Get to know your score
and then start tosupplement and support all the good work you've
done so far using the wealth of content we've created for you.
0
Let's get started!Try to think about what good looked
like when you were taking the quiz.
Checking in on your spending on a regular basis is a good place to start,
and in the short term can help cut down on some of that stress.
Explore the content we've created for you to get your journey
towards financial wellness started.
like when you were taking the quiz.
Checking in on your spending on a regular basis is a good place to start,
and in the short term can help cut down on some of that stress.
Explore the content we've created for you to get your journey
towards financial wellness started.
0
There's still room for improvement...But you seem to be doing some of the right things already. Great start!
Explore the content we've created for you to improve
your knowledge of personal finances. Are you putting enough
in your pension, savings or investments?
Explore the content we've created for you to improve
your knowledge of personal finances. Are you putting enough
in your pension, savings or investments?
0
You're a star in the making!Stay on track and you're sure to
secure the best possible future for you.
But, good habits definitely do not die hard; they need care and attention.
What's next? You're planning for your future well;
but are you investing in it?
Explore the content we've created for you to ensure you stay on track
and realise your financial ambitions.
secure the best possible future for you.
But, good habits definitely do not die hard; they need care and attention.
What's next? You're planning for your future well;
but are you investing in it?
Explore the content we've created for you to ensure you stay on track
and realise your financial ambitions.