Select the most appropriate option

I shop only when necessary

I get emotional satisfaction from shopping & I enjoy looking for a bargain

I don’t really pay attention to how I allocate my disposable income

Select the most appropriate option

I’m seeking the day when my passive investments will provide sufficient income to cover all my bills

I’m taking, or willing to take, bigger risks for a bigger payoff

I put a set amount of money in a retirement fund, and/or emergency fund

I put aside what’s left at the end of the month

I currently don’t put aside any money for retirement

Select the most appropriate option

I put money in a savings account, and/or emergency fund

I try to “put money to work” by making long term investments (5 years+)

I try to “put money to work” by making short term investments (Less than 5 years)

I generally spend everything I earn

I leave my remaining income in my debit account

Select the most appropriate option

I hardly ever use a credit card

Yes, from this month

Yes, from previous months

Select the most appropriate option

I don’t keep tabs on what I spend

I just keep an eye on my bank account

I keep tabs on everything I spend weekly or monthly

What’s Your Money Personality?

When it comes to personal finances, actions are what truly matters.