Money Personality Diagnostic

Money is much more than an economic necessity, it is one of the most powerful motivators of human behaviour.

Your attitudes towards money are developed over time. Your parents, friends, work colleagues will all have had some influence on the way you relate to money and the way you use it. Whether you realise it or not, you are the one who has translated all that influence and experience into your present financial behaviour: you have established your present financial attitude. 

Knowing those attitudes - your money personality - the money traits which make you a unique individual - can be the difference between being master of your finances or constantly feeling out of control. The sooner you understand your money personality, the sooner you can take charge of your finances.

Have you ever wondered why some individuals:

  • do better with their investments than you do?

  • seem to make more confident financial decisions than others?

  • are in control of their money while others let their money control them?

Helen Midge

Brisbane

We've found the most effective way to work with our clients is to truly understand their needs instead of imposing our own, or what we think most important. Using MoneyMap helps us truly understand who our clients are, how they think and feel about their money and what they most want to achieve."

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Linda Steffens

Brisbane

I considered MoneyMAP as a trial with the view of its potential to be a resource for some of my clients. I gained so much out of the debrief myself that I realised it's potential for me personally (and I thought I was already doing a pretty good job with my finances and investments).

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Money Personality Diagnostic

The MoneyMAP process  is a professionally guided examination that will enable you to look at how your personality affects the way you use your money and the satisfaction you get from it. If you know who you are and what you need to be most satisfied, you'll begin to understand why you save, spend and invest the way you do. 

With MoneyMAP we can help you better understand how you relate to money and get you doing more with your finances.

Yes, I want to know more about how I can use my money better

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Yes, I want to know more about how I can use my money better

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The comparison rate provided is based on a loan amount of $250,000, term of 25 years, principal & interest repayments. It only applies to the examples given. Different amounts and terms will result in different Comparison Rates. 

Owner Occupied Variable

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3.33

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%

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