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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.

After completing the quiz you will receive a snapshot of your potential Money Mindset, including your strengths and any areas that could benefit from coaching to help you achieve your money goals.

You can find out more about the FWC here: Financial Wellbeing Collective

So, are you ready to take the first step toward taking control of your financial future?

Question Title

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

Financial plans are pointless when funds barely cover essentials.

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

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

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.

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

Excited; on edge; anxious - 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.

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

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

Excited about the strong financial future I am building.

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

I will be able to afford anything I want.

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

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

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

Earn a good wage in a job I choose.

Winning Lotto!

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 broker, financial planner 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 ratio 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. Please provide your name and contact details to let us know you are interested in coaching and the Financial Coach will contact you directly.

Name

ZIP/Postal Code

Email Address

Phone Number