Calculators > Money personality > Money personality profiler

Money personality profiler

What's your personality when it comes to money matters? Before you start getting financially sorted, it helps to understand your own money personality. Our lighthearted Money Personality Profiler was developed by a clinical psychologist, and helps you work out your financial strengths and possible blind-spots.

To get the most out of the profiler, be honest - don't try and second-guess what the profiler is looking for. To make sure you get a valid profile, answer all the questions and have fun!

 

Your money personality profile

 
  1. Apart from the necessities of life such as food, clothing and shelter, do you spend most of your cash on:

  2. Do you feel more drawn towards investing in:

  3. Financially, you think people should:

  4. Does following an overall spending plan:

  5. Do you know or have you known someone who can understand the financial pages of the newspaper?

  6. Do you tend to discuss your money issues and ideas with:

  7. Are you drawn more towards:

  8. When discussing your friends' financial situations are you more inclined to be:

  9. You like:

  10. Your hardest financial battles are with:

  11. Would you generally:

  12. When it comes to investing would you be more likely to:

  13. You:

  14. When it comes to money matters are you more inclined to want to:

  15. Which best describes the way you think about your financial future?

  16. Do new people you meet generally see how you like to spend your cash?

  17. How would you say that people see you with money?

  18. You often analyse your thoughts and feelings and use them in making financial decisions.

  19. What is your attitude to bill payments?

  20. You often wonder where your money has gone.

  21. If seeing someone for financial advice would you:

  22. What would you be more likely to want from a financial adviser?

  23. You seldom think of how your past spending or possible investments could have affected you now.

  24. When purchasing a new item such as a household appliance, are you more likely to:

  25. Are you often forgetting where you put your wallet?

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Prior to changing your personal finances as a result of this calculation we recommend you view our disclaimer.
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