What kind of planner are you? Take the quiz now!

1. If you could visualise your financial goals, what would they look like?

A) A detailed roadmap with clear milestones.

B) A vision board with dreams and aspirations.

C) A hazy image with no clear path.

2. How often do you review your finances?

A) Regularly, at least once a quarter.

B) Whenever it crosses my mind or am prompted.

C) Rarely.

3. When it comes to paying for unexpected medical bills, how prepare do you feel?

A) Very prepared, I have coverage and savings.

B) Somewhat prepared, but I could have more support.

C) Not very prepared, I haven't thought about it much.

4. How do you approach investment decisions?

A) I consult with professionals regularly.

B) I occasionally seek advice but also trust my instincts.

C) I rely mostly on my own instincts.

D) I don't invest.

5. Imagine your investment portfolio is a garden. How diverse is it?

A) A vibrant mix of flowers, plants and vegetables (very diversified).

B) A few types of plants but mostly the same (somewhat diversified).

C) Just one type of flower (not diversified).

D) I don't invest.

6. How comprehensive is your retirement plan?

A) I have a detailed, actionable plan.

B) I have a rough outline but need more specifics.

C) I don't have a plan yet.

7. Do you know how much you'll need to retire comfortably?

A) Absolutely, I've calculated it.

B) I have a general idea.

C) Not really, I haven't looked into it.

8. How frequently do you review your retirement savings progress?

A) Regularly, I keep a close eye on it.

B) Occasionally, I check in.

C) Rarely, I don't track it.

D) I don't have a plan yet.

9. When it comes to sticking to your retirement savings plan, how do you fare?

A) I'm disciplined and follow it closely.

B) I try, but I slip up sometimes.

C) I struggle to stay on track.

D) I don't have a plan yet.

10. Consider your current financial situation. How do you feel about your retirement trajectory?

A) Confident, I'm on track.

B) Cautiously optimistic, but I have concerns.

C) Unsure, I don't know if I'll make it.

D) I don't have a plan yet.

11. Do you have insurance plans in place to protect your wealth and support your heirs?

A) Yes, I have specific plans in place.

B) I've considered it but haven't acted yet.

C) No, I haven't thought about it.

12. Have you ever discussed your legacy plans with your loved ones?

A) Yes, openly and in detail.

B) Somewhat, but not thoroughly.

C) No, I haven't brought it up.

13. If you have children, do you have a will or succession plan?

A) I have a solid will and succession plan.

B) I've thought about it but haven't done it yet.

C) I haven't considered it.

D) I don't have children.

14. How familiar are you with tax-efficient strategies for estate planning?

A) Very familiar, I have strategies in place.

B) Somewhat familiar, but I need to learn more.

C) Not familiar at all.

If your answers are mostly A, you're a Power Planner!

If your answers are mostly B, you're a Proactive Planner

If your answers are mostly C or D, you're a Basic Planner

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