Taking control
Your life, goals and wealth
Big plans?
How financially confident are you?
Life can be full of surprises. Gaining financial confidence will help you better assess and evaluate how you can reach your goals. Take our test to find out how confident you are.
Make your money work for you
Career breaks. Part-time work. Early retirement. Or starting your own business? Our research provides compelling insight into why taking control of your finances is critical to achieving your goals. The evidence shows that taking control of your finances is particularly important for women, due to differences in longevity, childcare, risk tolerance and other factors.
Take control with financial confidence
Being confident with your money is important. Based on thousands of hours of research and interviews, with men and women we have developed an easy way to measure your financial confidence, identify your strengths, and work out which actions you can take right now to achieve your goals. So, what does it mean to be financially confident? And what do you need to do to take control?
Awareness
Start with a quick look at your personal map. What are your goals? And which routes might get you there safely?
Expertise
The best explorers use their compass effectively. Do you know how to make your money work best for you?
Trust
It's good having someone guiding you. Who can you trust to give you direction with your finances?
Which financial confidence personality are you?
Answer 12 questions to discover your
type
Be prepared for the great adventure that is your life. By taking the test you get access to your personal financial compass. Improve your financial confidence and explore concrete actions you can take to best achieve your goals.
The Wanderer
The Hitchhiker
The Scout
The Cartographer
The Trailblazer
The Nomad
The Lone Ranger
The Pioneer
Tell us about yourself
Thank you. Now to assess your financial confidence!
Some quick information before you start:
To answer, swipe the slider button up or down to indicate your level of agreement.
Each response can be anything from totally agree at the very top to totally disagree at the very bottom.
Once you've selected your level of agreement click to go to the next question.
- I know my goals in life and how much money I need to achieve them
- I know how much money I earn and spend
- I know how unexpected events can affect my finances
- I know how my big decisions in life can affect my finances
- I know how to grow my money
- I know how things like inflation and interest rates can affect my finances
- I know what information I need to understand my investments
- I know how to balance saving money and paying off my debts
- I know how to find the information I need about my investments
- I know how to find a financial advisor I can trust
- I know what to ask a financial advisor
- I know how to protect my data online
