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What's Your Wealth Strategy Style? 💰

Answer these 10 short multiple-choice questions.

In just a few minutes, you'll discover what's Your Wealth Strategy Style, and thereafter, receive personalised tips to elevate your finances and life!

👉 Ready? Let's start... 👉

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✨1✨ How do you prefer to learn about money?

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✨1✨ How do you prefer to learn about money?

A

Through my own experience, and trial and error

B

Learn from others' real-life success examples

C

DIY, through own reading and research

D

Been through trial and errors, and now listen to opportunities presented but discern with self-reflection

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✨2✨ What does your ideal lifestyle include?

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✨2✨ What does your ideal lifestyle include?

A

Variety, fun and excitement

B

Stability, balance and comfort

C

Time freedom, control and clarity

D

Peace, values-driven and purposeful

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✨3✨ How do you feel about financial risk?

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✨3✨ How do you feel about financial risk?

A

I can try new things (my financial commitments are low)

B

Okay if it’s well-managed (calculated ones are acceptable)

C

Prefer to reduce it (preservation is key)

D

Avoid it unless it is necessary and meaningful

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✨4✨ What do you feel when it comes to money?

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✨4✨ What do you feel when it comes to money?

A

Feeling money is not enough (un-monitored cashflow)

B

Earning money is hard work (not leveraging on Power of Compounding)

C

Hate it when there are sudden surprises

D

Prefer to avoid doing things (with money) that don’t matter long-term

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✨5✨ What makes you feel most confident with money?

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✨5✨ What makes you feel most confident with money?

A

When I receive my paycheck

B

Seeing steady progress in my savings / investment accounts

C

Knowing that I have solid plans in place

D

Feeling at peace; knowing my family is protected with insurance, legacy plans and legal documents etc

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✨6✨ When you get extra money (eg bonuses), what do you usually do first?

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✨6✨ When you get extra money (eg bonuses), what do you usually do first?

A

Spend it on something fun

B

Save it for something specific

C

Add it to my investment or emergency fund

D

Use it carefully or donate (part of) it with intention

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✨7✨ What is most likely to happen when you experience a loss of income due to illness?

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✨7✨ What is most likely to happen when you experience a loss of income due to illness?

A

I’ve never thought about it

B

I've some plans put in place, but unsure if it's sufficient

C

I've adequate coverage and have set up insurance nominations as well

D

Everything’s arranged and written down (including Will, LPA & ACP all done)

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✨8✨ How do you feel about growing your wealth?

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✨8✨ How do you feel about growing your wealth?

A

Curious but unsure where to start

B

I’ve a few investments across various platforms

C

I invest regularly and systematically

D

I focus more on preserving than growing it

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✨9✨ Have you started planning your assets distribution or legacy?

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✨9✨ Have you started planning your assets distribution or legacy?

A

Not yet — it feels far away; I'm still young

B

I’ve taken some basic steps (eg. insurance nominations made)

C

I’ve done my Will, LPA and ACP (on top of my CPF and insurance nominations).

D

Yes — I have my Will, Trusts (Letter of Wishes) and LPA done and regularly reviewed

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✨10✨ Which year were you born?

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✨10✨ Which year were you born?

A

On or After 1 Jan 2000

B

1 Jan 1985 to 31 Dec 1999

C

1 Jan 1970 to 31 Dec 1984

D

Before 1 Jan 1970

How may we address you?

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Let us know your best email that we can send the results (and the corresponding tips) to you:

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