What do your current comfort levels look like?

At Financial Advice Matters, we are committed to improving the financial health and wellbeing of our community which includes our clients, members, partner organisations and their connected families. We understand that there is increasing pressures on all family household finances which leads to increased stress and impacts mental wellbeing. COVID-19 has also impacted all households across the globe and magnified situations.

Working with the Future of Work (FOW) team we would like to gain insights into how you are feeling about your finances and direction.

To help us identify areas where we can support our community, we would appreciate your time in completing this quick survey. There is no right or wrong answers, just an opportunity for you to see where your current financial wellbeing confidence is at. Contact details are optional and there will be no marketing undertaken.

If you are a business leader or influencer it would be much appreciated if you could help by sharing this with your teams and ask them to complete the survey. Once we collate the collective response and insights, we will share the summary back with the FOW team and community.

If you are interested in understanding more about the digital or financial wellness education programs, we run then please let us know and we will contact you directly.

We welcome your participation.

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* 1. Your Details

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* 2. Please indicate the industry sector you work in

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* 3. Please select your current life stage

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* 4. Please suggest which of the following areas have been most impacted by COVID-19 and you would like your employer to provide some additional support.

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* 5. How comfortable are you in understanding what your total financial situation looks like right now?

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* 6. How comfortable are you in knowing you will achieve your short, medium and long term goals?

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* 7. How comfortable are you in managing your tax effectively?

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* 8. How comfortable are you in your ability to budget and manage your money?

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* 9. How confident are you in knowing that your superannuation/retirement savings/ pension scheme will provide you with the lifestyle you want in retirement?

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* 10. How confident are you that your family will still be on track to achieve your family's goals if you had a serious accident, illness or passed away?

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* 11. Are you comfortable that your estate planning (wills, Powers of Attorney) needs are in place and up to date?

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* 12. Are you comfortable in your ability to cope with the stress and worry caused by money problems that may arise?

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* 13. Are you comfortable in knowing which professionals to speak with to get help and advice for your financial and lifestyle needs?

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* 14. How comfortable are you in being able to regularly review all of the above and know whether you're on track now, and where you are headed?

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