Are you ready for financial advice?

This free, quick quiz will evaluate your financial situation and help you decide whether professional advice is right for you—or if focusing on building strong financial foundations is the next, logical step in your journey.

What You’ll Learn:

  • If financial advice could help you optimise your money.

  • The best next steps to improve your financial situation.

Instructions:

  • Answer 8 straightforward questions about your finances.

  • At the end, you’ll receive a score with tailored insights to help you move forward with confidence.

Scoring Overview:

  • 10-20 Points: You’re ready for financial advice to refine and optimise your strategies.

  • 21-30 Points: You’re on the right track but could benefit from some guidance.

  • 31-40 Points: You should focus on financial basics like saving and planning to prepare for future advice in the near term.

  • 41-50 Points: Building foundational skills and habits is your next best step.