Aligning your financial goals: Financial habits quiz
What is the financial habits quiz?
It’s a short quiz that helps to discover your money habits, bringing to light your financial strengths, or weaknesses. It will help highlight your money management skills, which you can develop to achieve financial independence. Why not do the quiz together with your partner and get some helpful hints on how you could work as a couple toward aligning your financial goals.
Why the quiz is important.
Getting to know each other financially from the start of a new relationship establishes a strong foundation for your future. It may feel awkward to talk about money to begin with but that short-term emotion fades. Talking together about goals can help strengthen your relationship long-term.
Understanding your own money management habits, and those of your partner, helps you work toward making stronger financial decisions together. Being able to talk together about your financial situation and how you’ll deal with simple things like living expenses helps pave the way for making larger financial decisions together in the future.
Having a shared view of your financial situation helps bring your financial future to life.
How it works.
Take our quick, 7 question quiz to discover your financial preferences. Share the quiz with friends or your partner. Get helpful tips you can use to make better choices about how you spend, save, invest and talk about money, together.
This is for you. Be as honest as possible with your answers.
No time for the quiz?
Here’s what you need to know to make the most of your financial future.
Things you should know:
The recommendations as a result of you using this tool is intended as a guide only. It is for illustrative purposes only and is based on the accuracy of the information provided. This information does not take your personal objectives, circumstances or needs into account. Consider its appropriateness to these factors before acting on it. Read the disclosure documents for your selected product or service, including the Terms and Conditions or Product Disclosure Statement, before deciding. Westpac Banking Corporation ABN 33 007 457 141 AFSL and Australian credit licence 233714.