Financial Behaviour & Mindset Questionnaire

1
Name* This field is required.
First Name
Last Name
2
Email* This field is required.
example@example.com
3
1. I know how much money I spend each month* This field is required.
Never
Rarely
Sometimes
Often
Always
4
2. I track my expenses consistently* This field is required.
Never
Rarely
Sometimes
Often
Always
5
3. I review my bank account or budget weekly* This field is required.
Never
Rarely
Sometimes
Often
Always
6
4. I set financial goals and work towards them* This field is required.
Never
Rarely
Sometimes
Often
Always
7
5. I stick to a monthly budget* This field is required.
Never
Rarely
Sometimes
Often
Always
8
6. I save a portion of my income regularly* This field is required.
Never
Rarely
Sometimes
Often
Always
9
7. I plan for large purchases in advance* This field is required.
Never
Rarely
Sometimes
Often
Always
10
8. I feel confident in my ability to manage money* This field is required.
Never
Rarely
Sometimes
Often
Always
11
9. I believe I can build wealth regardless of my background* This field is required.
Never
Rarely
Sometimes
Often
Always
12
10. I avoid looking at my finances when I feel stressed* This field is required.
Never
Rarely
Sometimes
Often
Always
13
11. I feel guilty when I spend on myself* This field is required.
Never
Rarely
Sometimes
Often
Always
14
12. I believe money is a tool to help me live with purpose* This field is required.
Never
Rarely
Sometimes
Often
Always
15
13. I think I deserve financial freedom* This field is required.
Never
Rarely
Sometimes
Often
Always
16
14. I spend money impulsively when I’m emotional* This field is required.
Never
Rarely
Sometimes
Often
Always
17
15. I buy things to impress others* This field is required.
Never
Rarely
Sometimes
Often
Always
18
16. I delay gratification to prioritise long-term financial goals* This field is required.
Never
Rarely
Sometimes
Often
Always
19
17. I feel stressed when talking about money* This field is required.
Never
Rarely
Sometimes
Often
Always
20
18. I talk openly with trusted people about my financial situation* This field is required.
Never
Rarely
Sometimes
Often
Always
21
19. I regret some recent financial decisions* This field is required.
Never
Rarely
Sometimes
Often
Always
22
20. I am open to learning new strategies about money* This field is required.
Never
Rarely
Sometimes
Often
Always
23
21. I actively seek help when I feel stuck financially* This field is required.
Never
Rarely
Sometimes
Often
Always
24
22. I follow through on financial commitments I make* This field is required.
Never
Rarely
Sometimes
Often
Always
25
23. I hold myself accountable for my financial progress* This field is required.
Never
Rarely
Sometimes
Often
Always
26
24. I’m willing to change my habits to reach my goals* This field is required.
Never
Rarely
Sometimes
Often
Always
27
25. I reflect on what didn’t work and adjust my approach* This field is required.
Never
Rarely
Sometimes
Often
Always
28
YOUR SCORE
29
Scoring Guide

100–125: Empowered Planner - You have a strong sense of financial awareness, positive habits, and a healthy money mindset. You may benefit most from high-level strategies and coaching focused on acceleration and optimisation.

75–99: Cautious Improver - You demonstrate some positive habits but still face emotional or mindset barriers. Coaching should focus on building consistency, boosting confidence, and addressing limiting beliefs.

50–74: Emotional Spender - You may struggle with impulsive habits and low financial confidence. Coaching should prioritise emotional triggers, basic money management skills, and building healthier routines.

Below 50: Avoidant Drifter - You avoid money matters and likely feel overwhelmed. Start with mindset shifts, building awareness, and creating a non-judgmental, supportive action plan. Small wins are essential here.
30
What was your earliest memory of money?
Huge
Large
Normal
Small
Ok
Ok
31
What financial habits did you learn from your parents or caregivers?
Huge
Large
Normal
Small
Ok
Ok
32
What does financial freedom mean to you?
Huge
Large
Normal
Small
Ok
Ok
33
What are your biggest financial stressors today?
Huge
Large
Normal
Small
Ok
Ok
34
If you could change one financial habit, what would it be?
Huge
Large
Normal
Small
Ok
Ok
Should be Empty: