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    Know Your Financial Personality

    A simple 10 question test that will show you approach your finances as you prepare for the arrival of your baby

    Great - so what next?



    • What are your primary and secondary financial personality types

    • Why your personality types matter

    • How to recognise and capitalise on your personality type

  • take the test

  • If you want to change careers or disciplines, you probably have a very basic idea of what this new path entails.

    That’s why it’s really important you talk to experts who have experience.

    So, if you wanted to become an ambulance driver, we’d advise you go and talk to some.

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  • Finally, don’t forget to chat this over with your friends and family; you know yourself, but don’t forget they know you well, too. They’ll help you validate your thought processes and tailor your ideas.

    Ultimately, it all comes down to what you want - if you’re sure, don’t be swayed - but it’s always useful to have some supporting or challenging evidence from people close to you.

    • Review your plan(s) for a richer life
    • Think about who you might speak to find out more about your proposed change of direction.
    • Get a full overview - chat to as many people as you can!
    • Be realistic. Don’t just give up if you hear the job can be challenging, but don’t assume you’ll be able to cope if you know deep down you won’t
    • Seek out balanced feedback from people close to you who know you well
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