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1Your Spending

2Your Spending

3Your Saving

4Your Saving

5Your Borrowing

6Your Borrowing

7Your Planning

8Your Planning

• Over the past year, how would you describe your income and expenses?*
  • Generally spend much less than income
  • Generally spend a little less than income
  • Generally spend about equal to income
  • Generally spend a little more than income
  • Generally spend much more than income

• Over the past year, which of the following statements describes how well you keep up with bills?*
  • Pay all bills on time
  • Pay most bills on time
  • Pay some bills on time
  • Pay very few bills on time

• How long could you still make ends meet if you had to live off savings that are readily available to cover basic monthly expenses?*
  • 6 months or more
  • At least 3 months, but less than 6 months
  • At least 1 month, but less than 3 months
  • At least 1 week, but less than 1 month
  • Less than 1 week

• How confident are you that you will have enough money saved for your long-term financial goals?*
  • Very confident
  • Moderately confident
  • Slightly confident
  • Not at all confident

• As of today, how would you describe your current level of debt?*
  • Do not have any debt
  • Have manageable debt
  • Have a bit too much debt
  • Have far too much debt

• How would you rate your credit history?*
  • Excellent
  • Good
  • Fair
  • Poor
  • Very Poor
  • I don't know

• How confident are you that your insurance policies (critical illness and life cover) will provide you with enough support in case of an emergency?*
  • Very confident
  • Moderately confident
  • Slightly confident
  • Not at all confident
  • I don't have any insurance

• To what extent do you plan ahead to cover upcoming expenses?*
  • Don't need to plan ahead
  • Always plan ahead
  • Occasionally plan ahead
  • Rarely plan ahead
  • Never plan ahead
• Result
• Phone
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