Money DNA Quiz

In just 10 minutes you’ll discover your Money DNA. Simply tick all of the statements that apply to you and then hit “See Results” to get the result!



WHAT DOES THIS MEAN?

The information provided from the quiz gives a baseline of your strengths and the areas that you need to concentrate on to get you to your goals. Once we have a good understanding of what your roadblocks are, we can then create a plan to get you the results you want.

CURRENT FINANCIAL fitness

Your ability to make conscious financial choices relies on positive thoughts, positive emotions, and proactive actions that build up your financial resilience. A healthy relationship with money requires that these three things align:
  • What we think (our beliefs about money)
  • How we feel (our emotions about money)
  • What we do (our actions with money)
We will help you gain the self-awareness to understand what drives those financial behaviors and/or patterns as well as your thought process when it comes to managing your finances.
Money Beliefs
Life Values
Money Stress
Positive Money Behaviors

MONEY PERSONALITY PROFILES

Your money personality profiles explain why seeking for certain things in life are so important to you and how the reactions reflect on your financial decision-making process.

THE IDEALIST​
THE EXECUSER
THE CHAMPION
THE SUPPORTER
THE SPECULATOR
THE INNOVATOR
THE COMMANDER
THE REALIZER

Money Beliefs

Your money beliefs are a unique set of core beliefs about money and its place in the world.

Put simply, they define your attitude about money.

Your money beliefs drive how you make financial decisions every day and can have a big impact on your ability to achieve your goals.

They guide not only what you do with your money, but also who you associate with, the advice you listen to, and your overall financial direction.

With healthy money beliefs, you make better choices about your money and are able to overcome your financial challenges more easily.

Life Values

According to neuroscientists, ninety-five percent of our decision-making is driven by our subconscious and unconscious mind.

Lingering in your subconscious mind are inherent patterns of values, thoughts, ideas, and images that have been passed down through your upbringings or through multiple generations, as well as the collective unconscious and in your innate archetypes, and therefore your money personality profiles.

Money Stress

Financial anxiety has been defined as a psychosocial syndrome whereby individuals have an uneasy and unhealthy attitude toward engaging with and administering their personal finances in an effective way.

The difference between financial anxiety and everyday money worries is the way it interferes with your ability to live your life.

Money stress can lead to negative psychological repercussions including a decreased sense of ability to manage your money, lower self-esteem, decreased sense of financial well-being, lower productivity, and higher levels of overall stress.

Positive Money Behaviors

This is your ability to take action and complete the tasks required to achieve your goals.

Often times, we may find ourselves in a position where even though we have the desire to change our current circumstances, we lack the power to take action and execute the plan.

There could be many reasons for this, such as competing priorities or lack of time.

THE IDEALIST​

You may be described in these ways:

  • Romantic, naive, a dreamer, utopian
  • Child-like and needing to be protected
  • Longing for innocence/purity

Your purpose in life

Your purpose in life is to yearn to paradise, a place is based with purity, peace and simplicity and basic fundamental values.


The core desire

The core desire that shape your money experience is to seek for the sense of safety and security to dream, wonder, not worry about anything, be peaceful, and have harmony. You are associated with the naïve child and you don’t think life have to be hard.

Famous fictional characters

Famous fictional characters that exemplify the Innocent personality include Dorothy in The Wizard of Oz, Alice in Alice in Wonderland, and Maria in The Sound of Music.

Focus

Because you focus your energy on safety, simplicity, and purity, and do not complicate life, your financial focus is low. That means you are not interested in finances and lack the confidence to manage them. However, you do want to feel safe and secure, so it would be ideal if someone could take care of your money issues for you or if they could just disappear entirely. All things considered, here’s your financial wellness radar.

THE EXECUSER

You may be described in these ways:

  • Living in the past and always have stories to tell
  • You are not afraid of sharing vulnerability and emotional experiences you had
  • Passive-aggressive to express your true feelings
  • Though often times, you may be the ones who have suffered great loss or have been betrayed or abused financially and you hope to rely on others to rescue you, some may describe you as being entitled. Because they have not processed their pain, it has turned on them.

The core desire

The core desire that shape your money experience is to seek for the sense of belonging and to be heard, to be understood and to be taken care of.

Your purpose in life

Your purpose in life is to connect with others and to be social, able to tell and share your stories, be heard, and be understood for how your painful past has affected you.

Famous fictional characters

A famous fictional character that exemplifies the Retrospector personality is Carl Allen in Yes Man, before he becomes a “yes man” because he allowed himself to be a victim of his past.

Focus

Because you focus your energy on connection, sharing, and storytelling, your financial focus is low. That means thoughts you have about money are quite traumatic and painful, possibly stemming from your past experiences or surroundings. Because the subject of finances makes you feel resentful, angry, or sad, you are not interested in dealing with them. You seek freedom from emotional suffering, and you believe someone should take care of your money for you or that you are entitled to reparations for your suffering. All things considered, your financial wellness radar chart looks like this.

THE CHAMPION

You may be described in these ways:

  • A warrior, crusader, rescuer, winner, defender
  • Wanting to be as strong and competent as possible
  • Can succeed anywhere you put your heart and effort to
  • Confident, driven, focus, decisive, wise and in control. and generous with good heart

The core desire

The core desire that shape your money experience is to excel in finance, career and business. When you decide to do something, you put 120% time and effort to it. You are the star in the team who constantly being recognised, and the centre of the attention.

Your purpose in life

Your purpose in life is to leave a mark by living up your greatest potential and doing something to make yourself and others proud.

Famous fictional characters

Famous fictional characters that exemplify the Champion personality include Tony Stark in Iron Man, Captain America, Wonder Woman, and William Wallace in Braveheart.

Focus

You focus your energy on leaving your mark, living up to your potential, conquering, and being recognized, and the world of money is no exception. As such, your financial focus is high, meaning you will learn how to manage, how to invest, do research, polish your skillset, learn and ask right questions, seek advice, and work with professionals. You seek to prove your worth through courageous acts and expert mastery in a skill that improves the world. All things considered, your financial wellness radar chart looks like this.

THE SUPPORTER

You may be described in these ways:

  • The mother, nurturing, and comforting
  • A wise and knowledgeable guide
  • Good to people altruistically
  • A perfectionist with high expectations for yourself and others
  • Often feels let down when others do not live up to your expectations

The core desire

The core desire that shape your money experience is to support and service others, and you have a special place in heart for vulnerable ones or the ones in need, so you could spend your weekend rescuing animals, running charities / fundraising events, or doing other philanthropic activities. The biggest reward for you is not financially is emotionally. To see others happy and satisfied are the best moment in your life.

Your purpose in life

Your purpose in life is to provide structure and support which can nurish and empower others to achieve their potential, looking after people in need, and having everything under control.


Famous fictional characters

Famous fictional character that exemplify the supporter personality include Mary Poppins and Leigh Ann Tuohy in The Blindside.

Focus

Because you focus your energy on nourishing others and helping others need, and because you want people to think of you as someone they can rely on, you spend a lot of time on self-improvement, striving to become a perfectionist and someone who never lets others down. You have all the tools to earn good money, but money probably is not your main priority. Your financial focus is medium, meaning you tend to rescue others and sometimes do not feel that charging them for your service or goods is ethical. If you do charge them, you choose to donate the money or use it to help others in some . All things considered, your financial wellness radar chart looks like this.

THE SPECULATOR

You may be described in these ways:

  • Playful, funny, a joker
  • Adventurous
  • Risk-taker
  • Easily excitable
  • Unpredictable
  • Live in the moment, unattached to future outcomes

Your purpose in life

Your purpose in life is to connect with others and be social by bringing joy and light to others’ lives and easing others’ pain. People love to be with you because you are a perfect example of living in the moment, are fun to be with, and are generous by nature. And you hate to see people, especially the loved ones, to suffer.

The core desire

The core desire that shape your money experience is the enjoyment of experiencing something new, something exciting, and for you, it’s adventurous or some may say that you are a risk-taker or a gambler in life in nature.

Famous fictional characters

Famous fictional characters that exemplify the Speculator personality include Tigger in Winnie the Pooh, Captain Jack Sparrow in Pirates of the Caribbean, and Donkey in Shrek.

Focus

Because you focus your energy on bringing joy to others and living in the moment, your financial focus is low, meaning you have the skillset to earn good money, but you find it tortuous or boring to manage your daily finances. Finance-related matters could get your attention only if they look like interesting opportunities or seem like a quick wins or novel endeavors. You do not spend much time researching finance and tend to be distracted easily by doing things you consider to be fun. You can get fired up about money, but the feeling tends to pass as quickly as it came. Because you do not worry about your financial future, you do not hesitate to spend money rewarding yourself or others with something nice. You think investment is gambling, like going to the casino—if you win, great, and if you lose, it is no big deal. All things considered, your financial wellness radar chart looks like this.

THE INNOVATOR

You may be described in these ways:

  • A truth-seeker
  • Focused on developing artistic skill and control
  • Authentic
  • Spiritual
  • Self-motivated
  • Creative

Your purpose in life

Your purpose in life is to yearn for paradise, a better world through the insight and understanding about yourself and the universe, a peaceful and quiet place for you to connect with your inner self, and the place that you can practice your creativities.

The core desire

The core desire that shape your money experience is to have the freedom to be your authentic self, focus on your passion, and have time to do what you want to do.

Famous fictional characters

Famous fictional characters that exemplify the Innovator personality include Violet in Coyote Ugly who came to New York City to pursuit her dream and her musician career, and Indiana Jones.

Focus

Because you focus your energy on your authenticity and freedom, and your spiritual journey, your financial focus is low, meaning you think spiritual and mental elevation is more important than material goods. You would rather spend all your energy and time being creative and pursuing your passions, whatever they may be. You can live with basic essentials and feel that pursuing material possessions would devalue who you are as a person. You think people who focus on the material world are shallow and empty, and you sometimes feel conflicted about living in it yourself. All things considered, your financial wellness radar chart looks like this.

THE COMMANDER

You may be described in these ways:

  • A powerful leader and an authority figure, eg. the boss, the king, the queen, a politician
  • Having everything you desire
  • The successful figures that people would want to be
  • Not afraid of showing off
  • Controlling

Your purpose in life

Your purpose in life is to provide structure, give form and order, and have total control by establishing rules for people to follow. In your ideal world, everything and everyone should be in a right order which means that it should have system, structures, process, rules, and routines in place and people should work with the organized manner with disciplines. Chaos wore you out and shake your world and you don’t like to ‘waste’ your time to deal with that, especially if it impacts on your life and your outlook of things.

The core desire

The core desire that shape your money experience is that in your mind, you have a empire/kingdom/territory to run, and the only way to keep it prosper and grow is by setting up authority that people can obey and follow, and structure and orders so that you can keep everything in control. Structure for you is everything should be in certain way and you are precise on your taste, your preference and what you like. People may think that you are perfectionist with high demand, but that’s the only way that you can ensure things can be done and maintain the right manner. You like to be the powerful leader, and you know the only way that you can do it is by holding the power and wealth. You also know what benefits you can get from holding the power and wealth and you are not hesitated to demonstrate that to others.

Famous fictional characters

Famous fictional characters that exemplify the Controller personality include Miranda Priestly in The Devil Wears Prada, Mr. Burns in The Simpsons, and Don Vito Corleone in The Godfather.

Focus

Because you focus your energy on building your power and authority, your financial focus is extremely high. That means you think money equals power, and that with money and power, you have the world. In your empire/kingdom, it is your way or highway. You work and invest strategically, you know how to get where you want to be and who you need to contact to get things done. You master commercial and political skills such as negotiation, leadership, persuasion, how to manipulate or control situations. You have always worked and studied hard to achieve the social status you want. And you strategically form a winning team to run your empire or your investment portfolio. You are very driven and outcome-focused. All things considered, your financial wellness radar chart looks like this.

THE REALIZER


You may be described in these ways:

  • Visionary
  • Fully awake and aware of yourself and the world around you
  • Armed with the knowledge of the past and at peace with your personal history
  • Aware that your source of power exists within your ability to see and live the truth of who you are
  • Empowered by your higher power
  • Resourceful
  • Transform and manifest your own financial reality
  • Be grateful for what you have and be able to attract more
  • Look at finance like energetic flow and manage it sensibly

Your purpose in life

Your purpose in life is to leave a mark and leave the legend by solving important challenges for yourself and for human kind. You are tuned into your spiritual self and the universe’s energy, and you consider everything from multiple dimensions, different aspects, and different perspectives. You are the wise one, bringing harmony, wisdom, calm, balance, and the overall well-being to yourself and people around you.


The core desire

The core desire that shape your money experience is to find the win-win situation with all counterparties and to seek for the balance in every aspect in life. Wealth is not the ultimate goal for you, it is simply a tool for you to realise your dreams. You embrace financial abundance, but the definition of abundance for you is to have an enriched and balanced life with love, peace, and fulfillment.


Famous fictional characters

Famous fictional characters that exemplify the realizer personality include Yoda in Star Wars, Sherlock Holmes, and Gandolf in The Lord of the Rings.


Focus

Because you focus your energy on legacy above all else, your financial focus is mid to high. That means you understand the importance of money in your life, yet you have total control of the money matter, not the other way around. Money is a tool for you to achieve total balance and abundance in life, and you embrace it. You cautiously and wisely manage your finances. All things considered, your financial wellness radar chart looks like this.