What's your Money Personality?
The subconscious beliefs that influence your decisions.
Discover your Money Personality
The Money Personality quiz explores three core beliefs that shape our financial behaviour: Commitment, Happiness, and Vigilance.
Your results will reflect how strongly you hold each belief, offering a unique snapshot of your personal money mindset.
It’s not unusual for your money personality to contain apparent contradictions. For example, you might feel reluctant to spend money, yet also believe that having more of it would improve your life. These insights help uncover the deeper patterns behind your financial decisions.
Understanding your money personality is a powerful first step.
It gives you clarity, builds confidence, and opens the door to meaningful change, enhancing your overall financial wellbeing.
Your results also provide valuable context for your adviser.
By understanding your beliefs and relationship with money, they can tailor advice that truly aligns with your values and goals.
YOU PUT OTHERS FIRST
Commitment
When making financial decisions, your first instinct is to consider how your choices will impact the people you care about most. You believe there’s always more you can give, and that generosity is a strength.
However, this mindset can sometimes mean overlooking your own needs. Understanding how your financial decisions affect you is just as important.
By exploring your money personality further, you’ll uncover your unique strengths and challenges—and learn how to make your beliefs work for you.
YOU MIGHT BE TOO BLASÉ
Happiness
You’re driven by the desire to enjoy life today. Saving for the future can feel frustrating or restrictive, and this can sometimes leave you feeling like there’s never quite enough.
You’re likely not overly anxious about what’s ahead, but you may not spend enough time reflecting on the long-term impact of your financial choices.
Understanding your money personality helps you strike a better balance between enjoying today and planning for tomorrow. It’s about making decisions that support your lifestyle and your future.
MONEY MAKES YOU NERVOUS
Vigilance
You’re driven by a desire for security and peace of mind. You’re careful, considered, and well-prepared for the unexpected, often living within your means and thinking through every decision.
Yet despite your success, you may still feel uneasy. No matter how much you achieve, true financial satisfaction can feel just out of reach. Your focus on what could go wrong can sometimes slow you down, causing missed opportunities.
Understanding your money personality helps you find balance, so you can maintain your sense of control while also embracing growth and possibility.
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