Financial Wellness Mindset Questionnaire

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Name* This field is required.
First Name
Last Name
2
Phone Number* This field is required.
Please enter a valid phone number.
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Email* This field is required.
example@example.com
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Which of these comes closest to your attitude towards money?
Everything I spend goes in my spreadsheet.
Ignorance is bliss
Debt is a way of life
Life is for living, not saving
I’m saving for a rainy day
5
How often do you check your bank balance?
Often - just to check all is in order before I go splurge
Usually daily - but there are never any surprises
Regularly - usually to move money into savings
On pay day - to check it’s gone in and I haven’t maxed out my overdraft (again)
Only when my card is declined, and sometimes not even then
6
Do you have a pension fund you pay into regularly?
I have a work pension, but I have an a clue of its value
Yes, and I make regular top up contributions. I want to be comfortable in my retirement.
Maybe. Probably. Who knows?
Retirement? Life‘s about the hair and now
Yes, and I know exactly what it’s worth
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What’s your situation with saving?
I’ll start saving once I’m debt-free
I’m a regular saver, but I’m not saving for anything in particular
I’ll start saving once I’ve been on holiday and upgrading my car
I might have a savings account, but then again I might not
Saving is more important to me than treating myself to unnecessary luxuries
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Do you know how much you spend every month?
Yes, I spend as little as possible
Not really, but I’m fine with that
Only when the credit card bill comes through
Yes, all of it! That’s what salaries are for right?
Yes, I record every last penny spent!
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Which statement best describes your thoughts on payday?
Time to look at next month’s budget
When is payday again?
That’s more money in the rainy day fund
New handbag, here I come!
10
The idea of taking out a loan makes you feel…
Excited — it means a big treat is on the way!
Bored — you hate filling in forms
Unfazed
Blasé it won’t be the first or last time
Worried
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What would be the one thing that might stop you from launching your own business?
Being too much in the detail. I’m not a ‘bigger picture’ person.
Fear — what if it all went wrong and I lost a ton of money?
Lack of awareness of how to get going
Insecurity — I need a regular salary to stay on top of my outgoing Z’s
The bind — it could take over from everything else and why spoil a good thing?
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We say financial wellness, you say
Life’s too short
Snore
If by ‘wellness’ you mean ‘security’, then sign me up!
How much will it cost? I’ll need to add it to my spreadsheet…
Can I stick that on my card?
Should be Empty: