Financial Habits Assessment Survey
This survey aims to understand your current financial habits, preferences, and attitudes. Your responses will help us tailor financial products and advice to better meet your needs.
What is your primary source of income?*
Please select the option that best describes your main income source.
How often do you create and follow a personal or household budget?*
Understanding budgeting habits helps identify financial planning practices.
What are your main financial goals for the next 12 months?*
Select all that apply to understand your priorities.
How confident are you in managing your personal finances?*
Rate your confidence level in handling financial tasks such as budgeting, saving, and investing.
Which financial tools or resources do you currently use?
This helps us understand what support you rely on. Choose all that apply.
What challenges do you face most when managing your finances?*
Please describe any difficulties you encounter, such as saving, debt management, or planning.
How do you prefer to receive financial advice or information?
Your preferred channels can guide the delivery of helpful content.
How satisfied are you with your current financial situation?*
Rate your satisfaction with your overall financial health, including income, savings, and debt.
What topics would you like to learn more about to improve your financial wellbeing?
Please specify any areas such as investing, budgeting, taxes, or credit management.
Thank you for taking a part in this survey.
