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What is your Money Mindset?

Knowing your money mindset is one of the first steps to understanding how your attitudes and beliefs can influence your money management habits.

This builds awareness of what drives your financial decision-making processes and can help shape a better financial future.

After completing the quiz, you will receive a snapshot of your money mindset, and learn how coaching might help you achieve your money goals.

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* 1. How would you best describe your financial goals and position?

I know I should have a budget or emergency savings plan - but I just can't seem to stick to one.

I stick to a budget and/or savings plan and my money plan is on track.

Financial plans are pointless when funds barely cover essentials.

I consistently achieve my goals to build a strong financial future.

I'm not sure how to set financial goals or what my current position is.

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* 2. When I think of my finances I feel:

Confused and anxious - I feel like I don't know enough so I tend to avoid thinking about my money.

Excited about the strong financial future I am building.

Constantly stressed as there never seems enough money to go around.

Mixed emotions - I find forward planning boring, I'd rather just take things as they come.

Secure and confident that I am on the right track to financial wellbeing.

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* 3. If you continued on your current path, how do you see your financial future?

I'm sure I'll be fine, I tend to mostly, somehow, land on my feet.

I will be able to afford the things I plan for.

I should just get by, although the future is out of my control.

I find it hard to visualise what my future will be like.

I will be able to afford anything I want.

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* 4. If asked to choose a goal, which of the following would suit you best?

Winning Lotto!

Earn a good wage in a job I choose.

Becoming a successful online influencer.

Owning a successful business.

I'm not sure, I find it hard to imagine a future goal.

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* 5. What information do you most rely on to make important financial decisions?

Expert opinion - my accountant, financial advisor, etc.

Trusted sources - broker, banks, family and friends.

I don't have time to do much research and make decisions based on my own opinion.

I don't trust 'experts' and mostly go with gut intuition.

I don't really know where to start looking, it can be overwhelming.

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* 6. How would you rate your income to expenses over the last month?

My income is more than enough to meet both my essential and discretionary expenses.

My income is higher than essential spending and I save up for my wants.

My income is less than my essential expenses - I have missed a payment on at least one bill.

My income is enough to pay the bills but sometimes my spending gets out of hand and I struggle to pay bills on time.

I have income but am not really sure how much my bills are.

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* 7. How well could you handle a major unexpected expense?

Completely

Very Well

Somewhat

Very little

Not at all

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* 8. How satisfied are you with your current money management capability?

Very satisfied.

Satisfied.

Somewhat satisfied.

Neither satisfied or unsatisfied.

Somewhat unsatisfied.

Unsatisfied.

Very unsatisfied.

Can you provide further information to support your answer?

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* 9. I was referred to financial coaching by: (list organisation & person's name if known)

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* 10. How did you find out about this service?

Other (please specify)

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* 11. Please provide your name and contact details if you would like more information about our financial coaching program.

Name

ZIP/Postal Code

Email Address

Phone Number