FPA’s Dare to Dream Campaign – inspiring Australia to dream! (Part 3)

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As part of the recent 16th Financial Planning Week the FPA have assembled some resources about the importance of financial independence, and the benefits of a financial plan for all Australians. In the final week we have a financial personality quiz for you share with your clients.

As a nation, we’re dreaming more – but we’re not always living to our full potential. This might be because of fear, apathy, or simply a lack of planning. What if we could remove the barriers, face into the financial fears, and consciously build a plan? Our dreams might just come true.

The FPA’s Dare to Dream research revealed four distinct financial personality types: POKER MASTER, MOVER & SHAKER, EASY RIDER and RULE KEEPER.

Test your financial personality ― Are you a dreamer or a doer? Are you willing to take risks or make sacrifices to reach your dreams? Take the quiz now.

Read FPA’s Dare to Dream Campaign – inspiring Australia to dream! (Part 1) here to see client videos about financial planning.

Read FPA’s Dare to Dream Campaign – inspiring Australia to dream! (Part 2) here to download the Dare to Dream research report.

 

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