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

Let's get started with your details.

What is your money character?

name, your MoneyStrengths are…