This mini-quiz was created with the intention of providing quick insight into your wellness around investing.
That said, please understand that:
- This is by no means a comprehensive review of your portfolio, and nothing should constitute a recommendation to be relied upon without independent research.
- The "score" you receive is NOT a reflection of your intrinsic worth or general competency about money. Investing is but 1 of 9 realms of money.
What you can take away from this quiz? A sense of which aspects of your financial wellness (awareness, expertise, action and alignment) hold the most opportunity for you. Each question covers an important pillar of investment readiness.
You'll receive with your personal score and a set of resources created by Gail:
- a 5W1H guide (What, Why, When, Where, Who, How) to help you take the next step with clarity and direction, and
- an Investing Cheatsheet.
If you are committed to gaining a comprehensive overview of your overall financial wellness, you may like to take our Financial Wellness Diagnostic. It covers all 9 realms of money (including investing) and the results are reviewed personally by Gail who will send you a personalised report within a week.
If you would like to explore working with Gail in 1-1 coaching or group programs, book a discovery call to learn more and debrief the highlights of the report.
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In the questions below:
"Investment portfolio" refers to the money dedicated to long-term growth - not money reserved to pay existing expenses or near-term expenses. It could include dormant savings sitting in your bank account, retirement accounts (e.g. CPF in Singapore, IRA in US) and investment accounts at brokers, robo-advisors or other platforms.