Money & Life Survey

The Money & Life team wants to hear from you.

Managing your finances has never been more essential than this year. We would like to know what is important to you, what's worked, what hasn't and where you need help.

Question Title

* 1. When it comes to money, which of these areas do you find it hard to take action on?

Budgeting

Saving

Managing debt

Insurance

Retirement planning

Question Title

* 2. Where would you turn for help to move forward with these money issues?

Friends/family

My bank or other financial institution

Online research

Professional advice from a qualified financial planner

Question Title

* 3. Which of these changes would make the biggest difference to your peace of mind about money in 2021?

Making a budget and sticking to it

Paying down debt

Saving for a rainy day

Cutting spending on extras

Question Title

* 4. What have you tried before to help you make these changes to your money habits?

Set up automated payments for savings and/or bills

Use a savings/budgeting app

Use a savings/budgeting service (i.e. MyBudget)

Professional advice from a qualified financial planner

Other (please specify)

Question Title

* 5. Tell us about what did and didn't work for you in making these changes to your money habits?

Question Title

* 6. Please provide your contact details

Name

Email Address

Phone Number