This short assessment is designed to help you identify your current Wealth Season and better understand the financial patterns, behaviours and pressures shaping your journey right now.
There are no right or wrong answers.
Answer honestly and instinctively to receive the most accurate reflection of your current Wealth Position.
My income is extremely consistent coming in right now.
*
False
True
If my income ended suddenly I would be well prepared
*
False
true
I do not feel under any financial pressure at all right now.
*
False
True
I have lots of money left over after covering my lifestyle cost of living
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False
True
I save money regularly
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False
True
If your income stopped how many months could you comfortably manage
*
Less 2
More than 6
I am highly involved in investing in assets
*
False
true
I am extremely clear in the direction of my finances
*
Not at all
Completely
I don't need to use my time and effort to generate an income at all
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False
True
My financial habits (saving, spending, investing) are extremely consistent.
*
Not at all
Completely
When I make financial decisions I am thinking long term
*
False
True
I feel in extremely in control of my financial situation right now
*
Not at all
Completely
Full Name
*
Email
*