Money personality quiz

It sounds like you best fit

The Realist

Money is in the eye of the beholder

You've always got an eye on your finances. You play it safe, even though you know more could be done with it.

As the Realist…

You know that money makes the world go round, you've always got an eye out for your own finances. You prefer to play it safe when it comes to your money, even though you know more could be done with it.

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Consciously cautious

You take a calculated approach to your money, often spending more time thinking about it than doing something.

A loyal follower

As far as relationships go, you and your money are pretty tight-knit, even through the ups and downs.

All-seeing eye

You know your bank account like the back of your hand. You don't mind playing detective on every transaction.

Your traits in action…

A financial enigma in your own right, you see money as a priority, but don’t enjoy the decisions that come with it. It’s important to your future, which compels you to act on the side of caution, although you sometimes have a materialistic streak that occasionally leads to frivolous purchases. You share characteristics with all the money personalities, a little bit of everything. You have the potential to achieve great success in your financial endeavours – however, you must learn to take calculated risks and trust in your ability to handle money matters.

Steps to help a Realist grow

1

TAHI

Get prepared

Build your resilience with a starter emergency fund, or a more robust safety net that will get you through it all.

2

RUA

Fund your future

You know how important the future is, so it’s time to flow money towards yours.

3

TORU

Good advice is gold

Get support from a financial mentor or adviser to make money choices confidently.

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