Your Financial Wellbeing Questionnaire

  1. Do your feel capable and effective in your work?
    Rarely Sometimes Often
  2. Do you feel capable and effective in your personal life?
    Rarely Sometimes Often
  3. Do you feel optimistic about your financial life?
    Rarely Sometimes Often
  4. Do you worry about money and finances?
    Rarely Sometimes Often
  5. Do you feel helpless when it comes to your finances?
    Rarely Sometimes Often
  6. Do you get anxious or try to avoid money discussions?
    Rarely Sometimes Often
  7. Does your financial situation keep you awake at night?
    Rarely Sometimes Often
  8. Do you find yourself feeling negative about work and finances?
    Rarely Sometimes Often
  9. Do you generally feel good/positive about yourself?
    Rarely Sometimes Often
  10. Do you feel as though you have a good work/life balance?
    Rarely Sometimes Often
  11. Do you budget your finances?
    Rarely Sometimes Often
  12. Do you feel secure about your finances?
    Rarely Sometimes Often
  1. Do you share your financials with your partner?
    Rarely Sometimes Often
  2. Do you feel satisfied with your future security?
    Rarely Sometimes Often
  3. Do you find yourself avoiding your personal finances?
    Rarely Sometimes Often
  4. Do you feel as though your finances are out of control?
    Rarely Sometimes Often
  5. Do you have faith in your financial systems and situation?
    Rarely Sometimes Often
  6. Do you have a professional adviser assisting with your finances?
    Rarely Sometimes Often
  7. Do you trust your financial services and providers?
    Rarely Sometimes Often
  8. Do you feel secure and positive in your relationship with your partner?
    Rarely Sometimes Often
  9. Do you and your partner share similar views on your finances?
    Rarely Sometimes Often
  10. Do you and your partner share responsibility of your financial decisions?
    Rarely Sometimes Often
  11. Do you feel in control around managing your finances?
    Rarely Sometimes Often

Your total score indicating your financial wellbeing is:

0

Once you have reviewed your ranking, click on the Submit button below and we will have one of our professional financial planners contact you to discuss your financial wellbeing.

SUBMIT