Financial Wellbeing Questionnaire (Post-Programme)

Financial Wellbeing Questionnaire

Post-Programme
If you usually manage your finances on your own, please answer the following questions from an individual perspective.

If you usually manage your finances as a household/ family/whānau, please answer from the perspective of that group.
In the time since taking part, have you or your whānau set aside money for savings?

NoYes, occasionallyYes, regularly
In the time since taking part, have you or your whānau increased the amount of money you regularly set aside?

No, I/we don't have any something got in the wayNo it’s not something I/we have thought aboutNo, I/we planned to but something got in the wayYes
How much could you or your whānau access if you urgently needed it without having to borrow?

$0$1 to $50$51 to $100$101 to $500$501 to $1000$1001 to $3000$3001 to $5000More than $5000
How many of the following debt products do you or your whānau owe money on (not including home loans, business loans or student loans)? Buy now, pay later; store card; credit card; bank overdraft; car loan; personal loan; payday loan (a loan that needs to be paid off by your next payday); money owed to friends or whānau; other.

3 or more debt products2 debt products1 debt productI/we don't owe money on any of these
Do you or your whānau have a home loan?

YesNo
In the time since taking part, did you or your whānau borrow to:

Pay for essentials not counting a mortgagePay for non-essentialsPay for an emergency situationI/we don’t borrow money for anything
As a result of taking part, which debt repayment reflects you or your whānau? ‘Across all of my/our debt products, I/we ......been unable to meet all of the minimum payments

Don’t have any debts to repayHave been unable to repay any of required paymentsHave paid some money but been unable to meet all the minimum paymentsHave met all minimum paymentsHave paid more than the minimum on (or paid off) at least someHave paid more than the minimum payment on (or paid off) all debt
Reducing fees and interest paidAs a result of taking part, have you or your whānau reduced the interest you’re paying on your debts, e.g. consolidating loans, balance transfer, switching to a cheaper provider?

I/we don’t owe any moneyNo, I/we haven’t tried toI/we have thought aboutI/we have started lookingI/we have looked at thisYes, I/we have taken
Since taking part, how many times in the past month have you or your whānau had to pay extra because you missed a payment, e.g. late fees, default fees, loss of prompt payment discounts?

I/we don’t have any debtCan’t rememberMore than four timesFour timesThree timesTwiceOnceNever
In the past year, were you or your whānau able to lower the fees associated with your bank accounts, cards, KiwiSaver or investments?

I/we don’t know/prefer not to answerI/we don’t have bank accounts, cards, Kiwisaver or investmentsNo, I/we haven’t tried toI/we have thought about trying to but havent yet startedI/we have started looking at ways to do thisI/we determined that I’m that i'm/we're getting value for money with the current feesYes, I/we made changes that improve the value for money of the fees
Are you or your whānau actively contributing to KiwiSaver or other investments, e.g. managed funds, shares?

No, I/we don’t have any spare moneyNo, I/we haven’t thought about doing soNo, but I/we are planning to do so in the futureNo, but I/we are actively researchingYes
Protecting what’s importantThinking about the things that are important to you or your whānau, such as your health, life/funeral, whānau, property, income, car and ‘stuff’, which describes you? (‘Insurance’ includes things like health insurance, home and contents insurance, third-party or full car insurance, funeral insurance, life insurance, income protection, etc

Don’t knowI/we haven’t got insuranceI am/we are in the process of getting insuranceI/we have insurance for some of the things thatare important to me/usI/we have insurance forall the things that are important to me/us
How many of these do you or your whānau have: a will, enduring power of attorney (health), enduring power of attorney (property /financial affairs)?

Don’t knowAll threeTwo of theseOne of theseNone of these
Optional context questions (no scores)
Name or unique ID (if known)
Are you

MaleFemaleNon-binaryPrefer not to answerPrefer to specify
Prefer to specify
Which age category do you fall into?

Under 1818 to 2425 to 3435 to 4445 to 5455 to 6465Prefer not to answer
select multiple Which of the following ethnic groups best describes you?

NZ EuropeanMāoriCook Islands MāoriTonganSamoanFijianOther Pacific PersonIndianChineseOther AsianOther ethnicityPrefer not to answer
Who in your household makes the financial decisions?

Mainly meMainly someone elsePrefer not to answerI share the financial decision-making with others
If you answered this survey from the perspective of your household/family/whānau, what is your household income per year (before tax)?

Under $10,000$10,000 to 19,999$20,000 to $29,999$30,000 to $39,999$40,000 to $49,999$50,000 to $59,99960,000 to $69,999$70,000 to $99,999$100,000 to $119,999120,000 to $149,999$150,000 to $199,999$200,000 or moreDon’t knowPrefer not to answer
If you answered this survey from the perspective of yourself only, what is your personal income per year (before tax)?

Under $10,000$10,000 to 19,999$20,000 to $29,999$30,000 to $39,999$40,000 to $49,999$50,000 to $59,999$60,000 to $69,999$70,000 to $99,999$100,000 to $119,999$120,000 to $149,999$150,000 to $199,999$200,000 or moreDon’t knowPrefer not to answer
Are there any other comments you’d like to make about your financial situation or how it has changed?
Open-ended
Should be Empty: