The Family Financial Blueprint

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Personal Data Protection Notice & Consent* This field is required.Thank you for participating in the Family Financial Wellness Assessment.To provide you with a personalised Financial Wellness Report, we will collect and process the personal information you provide, including your assessment responses. By proceeding, you acknowledge and agree that:Your personal data will be collected and used for the purpose of generating your personalised Financial Wellness Report.Your information may be used to contact you regarding your assessment results, educational resources, and financial planning services offered by Wealth with Derrick.Your personal data will be handled in accordance with Singapore's Personal Data Protection Act (PDPA).Your information will not be sold or disclosed to third parties without your consent, unless required by law. Completing this assessment does not establish a financial advisory relationship, and the results are intended for educational purposes only. They should not be regarded as personalised financial advice.If you do not agree with the above, please do not proceed with the assessment.
I have read and agree to the Personal Data Protection Notice and Declaration above.
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Optional Marketing Consent
I would like to receive future financial education, newsletters, event invitations, and updates from Wealth with Derrick. I understand that I can unsubscribe at any time.
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Question 1What's your name?
First Name
Last Name
4
Question 2Email Address
example@example.com
Confirm Email
5
Phone NumberWhat is your phone number?
Please enter a valid phone number.
6
Question 3What is your age?
Under 25
25 - 34
35 - 44
45 - 54
55 - 64
65 and above
7
Question 4What is your martial status?
Single
Married
Divorced
Widowed
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Question 5Do you have children?
No
1
2
3 or more
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Question 6Which best describes your home?
HDB
Condominium
Landed property
Rental unit
Staying with family
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Question 7What is your monthly household income?
Less than $5000
S$5,000 – S$7,999
S$8,000 – S$11,999
S$12,000 – S$15,999
S$16,000 – S$19,999
S$20,000 – S$29,999
S$30,000 and above
Prefer not to say
11
Question 8Which best describes your current life stage?
Just starting my career
Single professional
Newly married
Married with children
Empty nest / Children are financially independent
Approaching retirement
Retired
12
I have a monthly budget that I actively follow.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
13
I know exactly where my money goes every month.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
14
I consistently save a portion of my income every month.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
15
I have an emergency fund that can cover at least 3–6 months of living expenses.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
16
I pay my credit card balances in full every month.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
17
My total debt is well within my comfort level.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
18
I set clear financial goals and review my progress regularly.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
19
I feel confident about the financial decisions I make.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
20
Build Score* This field is required.
21
I have adequate life insurance to protect my family's financial future.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
22
I have sufficient hospitalisation and medical insurance for my needs.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
23
My family would be financially secure if I were unable to work due to illness or disability.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
24
I review my insurance coverage regularly to ensure it still meets my needs.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
25
I understand what my current insurance policies cover.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
26
I have identified the financial risks that could affect my family.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
27
I have made arrangements to protect my income against unexpected events.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
28
I am confident that my family would be financially protected if something happened to me.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
29
Pillar Score* This field is required.
30
I invest regularly to build my long-term wealth.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
31
My investments are aligned with my financial goals and time horizon.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
32
I understand the level of risk involved in my investments.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
33
My investment portfolio is diversified rather than concentrated in one type of investment.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
34
I review my investment portfolio regularly and make adjustments when appropriate.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
35
I avoid making investment decisions based on emotions or short-term market movements.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
36
I have a clear plan for achieving major financial goals such as retirement, my children's education, or buying a home.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
37
I am confident that my current investment strategy will help me achieve my long-term financial objectives.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
38
Grow Score* This field is required.
39
I have a clear vision of what I want my retirement to look like.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
40
I know approximately how much money I will need to retire comfortably.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
41
I am contributing regularly towards my retirement through CPF, investments, or other savings.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
42
I review my retirement plan regularly and adjust it as my circumstances change.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
43
I have considered how inflation may affect my retirement lifestyle.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
44
I have planned for healthcare and potential long-term care expenses during retirement.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
45
I expect to have multiple sources of retirement income rather than relying on a single source.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
46
I am confident that I am on track to achieve my retirement goals.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
47
Prepare Score* This field is required.
48
I have a financial plan to support my family's current and future needs.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
49
I have set aside savings or investments for my children's education or other important family goals (if applicable).
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
50
My spouse or family members understand our overall financial situation and long-term plans.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
51
I have planned for major future expenses, such as education, housing, or caring for ageing parents.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
52
I review my family's financial goals regularly to ensure they remain achievable.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
53
I have adequate financial resources to manage unexpected family expenses without significantly affecting our long-term goals.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
54
My financial decisions are guided by my family's long-term wellbeing rather than short-term wants.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
55
I am confident that my current financial plan will help provide a secure future for my family.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
56
Provide Score* This field is required.
57
I have a valid will or estate plan that reflects my current wishes.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
58
I have considered who will manage my affairs if I become mentally incapable of making decisions.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
59
I understand how my assets will be distributed to my loved ones.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
60
I have reviewed my beneficiary nominations and they reflect my current intentions.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
61
I have organised important financial and legal documents so my family can easily access them when needed.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
62
I have considered the potential financial impact of taxes, debts, or other obligations on my estate.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
63
I have discussed my estate planning wishes with my family or the people involved, where appropriate.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
64
I am confident that my wealth and assets will be transferred according to my wishes.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
65
Preserve Score* This field is required.
66
I feel confident about my overall financial situation.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
67
I am making steady progress towards achieving my financial goals.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
68
I rarely feel stressed or anxious about my finances.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
69
I have a financial plan that can adapt to changes in my life.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
70
I know what my next financial priority should be.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
71
I review my financial goals and overall plan at least once a year.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
72
I know where to seek trusted financial advice when I need it.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
73
Overall, I have peace of mind knowing that my financial future is on the right track.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
74
Peace Score* This field is required.
75
Total Score* This field is required.
Should be Empty: