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What is your money character?
name
, your MoneyStrengths areā¦
Welcome to MoneyStrengths
This short questionnaire will help you and your adviser better understand some of your personal money drivers and aspirations, leading to creating a more rewarding financial plan.
Are you ready to find out what your strengths are?
Date of birth
Imagine you have received a large inheritance. What would you do?
Save it for a rainy day
Use it to work less and/or do more of the activities I enjoy
I would use the extra money to help my family or a charity
Splurge on an expensive item(s) that I have always wanted
You are looking to buy a new house. Which features would have the most influence on your decision?
Suitable for my family
It's convenient for my lifestyle
Good value for money
Affluent location
Imagine you are at career crossroads and have a few different options. What would appeal to you most?
Stay at my current job because it offers stability
Switch jobs or careers to the one with the highest earning potential
Discuss with my family and pursue the option that is best for everyone collectively
Pursue the option that offers the most fulfilling career opportunity
You have just received an unexpected financial bonus. What would you do?
Use the money to enjoy the finer things in life
Use it to pursue a hobby or an experience
Use the money to help others
Add it to my emergency savings
You are invited to the wedding of a close family member who is finally getting married at an expensive resort in Rarotonga. What are you thinking?
It is important to go, but a local wedding would have allowed more of us to attend
Great! I could add Rarotonga to the list of places I have visited
It will be expensive. I would go if there was a good deal on accommodation
This will be a fantastic experience
Imagine you are financially secure and you have enough money to take care of your needs, now and into the future. What would be your priority?
Spending more time and money on the people I am closest to
Appreciating experiences that are more important than money
Pursuing activities that give me a sense of achievement
Enjoying the peace of mind that comes from being financially secure
You are looking to upgrade your main vehicle. What would you choose?
A car with a reputation for durability
A car built for luxury and performance
A car that works best for the family
A car that fits my lifestyle and hobbies
The newest technology in one of your areas of interest has just been released. What would you do?
Buy it because it is the latest technology
Wait, knowing the price always comes down
Buy it because it provides better functionality
Buy it because I can enjoy it with others
As a result of bad weather, you got stuck at one of the best shopping cities in the world for 48 hours. What would you do?
Buy gifts for my loved ones
Use the time to enjoy the unique shopping
Only buy the things that I need
Use the time to enjoy local experiences
You are celebrating your 100th birthday and reflecting back on your life. Of the choices below, what do you think you would be most proud of?
Attaining the freedom to do the things I enjoy
Achieving my career goals and being well respected in my industry
Providing a better lifestyle for my family
Establishing financial security and stopped worrying about money
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