This survey takes about 10 minutes to complete and will help you check your current Financial Certainty levels.
Upon completion you will receive your peronalised Financial Certainty Report which reflects how confident you feel about your financial future. Knowing this will help you pinpoint your current financial planning needs as a potential starting point for discussions with your financial adviser. In this way, the scorecard will offer insights to help enhance your overall financial progress and sense of financial wellbeing.
Please Note: For each statement. choose the response that feels right based on your personal reaction where 1 is "Strongly Disagree", 3 is "Neutral" and 5 is "Strongly Agree". There are no right or wrong responses. This survey is about you and your level of financial certainty, not anyone else’s.
DISCLAIMER: This survey and the scorecard it generates, are introspective tools designed to help you reflect on your own situation. They are not diagnostic tools and should not be used to replace personal or tailored advice or guidance from a trusted professional financial planner.
Privacy and Email Communication: Only your email is required to participate in this survey. It does not require you to provide any other personal or confidential information. Supplying your email is necessary to proceed and to receive your results. We will not share your responses or your results with anyone else. We will however add your email address to our Newsletter list (if it isn't already) so you can receive the regular updates and other information we share with our clients. If you prefer not to receive these communications, you can easily unsubscribe at any time with a single click.