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Discover your Money Personality

Home » Calculators » Your Money Personality

Your Money Personality

What’s your money personality? Choose one answer for each question that is the best fit for you. If you have a partner, you should BOTH take this quiz! 

1. Most of my money is… *

Owed to the bank due to maxed out credit cards

In the bank

Tied up in shares or property investments

Dedicated to my mortgage, new car or home renovations

2. If I won a million dollars I would… *

Throw a party… On a cruise ship, for everyone I know

Put it in the bank and phone my adviser

Use it to set up that business on the side I have been dreaming of

Buy a better house and car

3. My philosophy on money is… *

It doesn’t come easily, so be careful with it

You can’t take it with you when you die so you may as well live to the max

You need it to surround yourself with things you love

It comes and goes, and that’s just the way it is…

4. My favourite way to spend spare time is… *

Shopping till I drop

Something that is fun, but free

Working on my house

Dreaming up a new business venture

5. What I am most concerned about is that … *

I earn plenty, but don’t have any savings to show for it

I have all my money tied up in savings, but it’s not really growing

I don’t mind taking risks with my money but it does upset my loved ones

I probably shouldn’t shop so much, but I can’t help myself

6. Other people consider me to be… *

A big spender

Careful with my money

Well-off, because of my lifestyle

A successful investor

7. When I spend money, I buy… *

Mostly on impulse

Only after I have shopped around for the best price

Only what I need, because I would rather invest it

Quality things that will last, even if they cost a bit more

8. My view on retirement savings is… *

I save money each payday for my retirement

I’ll get around to when I’ve paid off my mortgage

I’m investing mostly in property and businesses for my retirement

I don’t need to save because someone else (or the Government) will take care of me

9. When it comes to managing money… *

I’m hopelessly out of control

I keep track of what I’ve got and how much I’ve spent

I have a good income but I don’t know where all my money goes

I take big risks, but they usually pay off

10. A friend wants you to invest $20,000 in an exciting new business venture. You say… *

Yes, even if you have to borrow the money

Yes, but only if you can afford it

No, because its too risky

No, because if you had $20,000 you’d rather spend it

11. When it comes to buying a house to live in… *

I can’t save enough to buy the one I’d like

I’d buy what I can easily afford

I’d buy the house I like, even if it means it’s a struggle to pay the mortgage

I’d buy an average house to live in so that I can buy one or more investment properties as well

12. When it comes to credit cards... *

I either don't have one or I have one but pay it off in full each month

All my cards are maxed out

I still have credit available and pay it off each month

I would borrow money on one for a good investment opportunity

If you are human, leave this field blank.

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Your Money Personality

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