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.
