Mindset

1 - 2 - 3

You are more oriented towards specific transactions and costs

4 - 5 - 6

You are always dreaming of a big picture for yourself but would rather not share that with others

7 - 8 - 9

You often consider the importance of the bigger picture and implementing plans for the future

10 - 11 - 12

You always acknowledge and love to focus on the bigger picture in your life

1 - 2 - 3

You're generally not trusting of advice from others

4 - 5 - 6

You are somewhat trusting when receiving advice from professionals

7 - 8 - 9

You are generally trusting when receiving advice from professionals

10 - 11 - 12

You always prefer to partner with a trusted adviser

1 - 2 - 3

You try to rely on other people as little as possible - constantly expanding the things you can do yourself

4 - 5 - 6

You prefer not to delegate as you don't want to change anything

7 - 8 - 9

You sometimes delegate to those who you accept have better resources and processes than you

10 - 11 - 12

YYou always prefer to delegate to trusted people who can do more for you

1 - 2 - 3

You feel uneasy making decisions and find yourself endlessly shopping around

4 - 5 - 6

You find it difficult to do anything long term because you can't depend on your ability to stay the course

7 - 8 - 9

You tend to make decisions only when under pressure to do so

10 - 11 - 12

You are proactive and comfortable actioning decisions

1 - 2 - 3

You are focused more on transactions than personal service

4 - 5 - 6

You rarely see the situations of your life in terms of mutual growth with others as you think they will take advantage of you

7 - 8 - 9

You reciprocate and look for opportunities for mutual growth

10 - 11 - 12

You prefer to leverage the benefits formed from long term trusted relationships

1 - 2 - 3

You always conduct your own research using tools like google, review sites and direct sales platforms

4 - 5 - 6

You understand the benefits of receiving professional advice but prefer to act on your own research

7 - 8 - 9

You realise you often benefit from acting on professional advice

10 - 11 - 12

You are always keen to benefit from ideas and ongoing experienced advice

1 - 2 - 3

You feel its worth your time doing your own financial planning

4 - 5 - 6

You feel time is an not an issue as you don't want to change anything

7 - 8 - 9

You know your time is valuable but you feel you are not making the most of it

10 - 11 - 12

You appreciate fully that you have a limited amount of time and prefer to enjoy more valuable experiences e.g. time with family

You're unwilling to pay for ongoing service despite any benefits

4 - 5 - 6

You are frustrated with impersonal service and being on hold but accept it for low fees

7 - 8 - 9

You are aware of the value of pesonal service and will opt for this in some important matters

10 - 11 - 12

You always value and are prepared to pay for personal service; reminders, updates and follow through