Defining financial success questionnaire

1. How would you define financial success? Please choose your top three of the following definitions of financial success, and rank them one to three.
   • I know I will have enough money to pay for my food and housing this month
   • I provide for my family and have a little to save for a rainy day
   • I own my home
   • I can afford to give my children a university education
   • I can buy whatever I wish without worrying about the cost
   • I run my own business
   • I can afford the luxuries of life like holidays whenever I want and a good quality car
   • I own investments in property, shares, bonds, funds etc.
   • I have no debt
   • I have a fully self-funded retirement


2. For the three definitions you just chose, please say whether you are confident you can achieve them or not?
3. Could you please tell me which one of the following statements best applies to the income of your household?
   • We earn enough money just for housing, food and clothing for the family.
   • We earn enough money for housing, food and clothing and can also safe some extra money for other goods like washing machine, CD player, other electronic devices but cannot afford a car.
   • We earn enough money to have housing, food, clothing and all appliances in our house like microwave oven, automatic washing machine, colour TV, CD player and can afford a car.
   • We earn enough money to afford all appliances in our house like microwave oven, automatic washing machine, colour TV, CD player and can afford a good quality car and vacations at least once every year.
   • We earn enough money to afford all modern appliances, a good quality car, at least one vacation a year and save money for future needs like purchasing a house, sending children/grandchildren to university, or retirement.
   • We can afford all the things we want for our lifestyle.


4. Please tell whether you agree or disagree with the following statements:
   • Success is about having what you need, not necessarily having everything you want
   • I think about money - and how to get more of it regularly
   • Financial success is more due to good luck than good management
   • I would be happier if I had more money
   • The time it takes to become financially successful is not worth the time it takes away from other, more important things
   • The more money one has, the more problems one has


5. Which of the following do you do regularly to improve your chance of being financially successful (or staying that way)?
   • Attend lectures or seminars
   • Take courses
   • Talk with an accountant / financial adviser
   • Make your own financial plan and / or budget
   • Set yourself financial goals
   • Read finance / wealth books
   • Work hard to ensure you are in a well-paying job
   • Buy lottery tickets or enter raffles / competitions
   • Other
   • Nothing

Back to front page

> Money talks. But what language does it speak?

> Developing a dislike for debt

> Does money make the world go 'round?

> Taking charge... and Lady Luck

> About the 'Defining financial success' survey