Quality of Life survey | Physical and mental fitness     

Quality of Life survey | Financial Knowledge and planning     

Quality of Life survey | Financial fitness     

Quality of Life survey | Results     

Calculate your Quality of Life

There's no time like now to check your Quality of Life and make plans to maintain it or improve it. Quality of Life is more than just money – it encompasses health, happiness, and prosperity. Fill in this short survey for an initial idea of your current Quality of Life. Your data will be kept confidential and used for research purposes only.

Physical fitness  

How would you rate your current physical fitness? (1 being not fit at all, 10 being as fit as you can be)

Mental fitness  

Think back to the last 2 weeks. How often have you felt the way described for each statement?

I have been feeling optimistic about the future

I have been feeling relaxed.

I have been feeling interested in socialising with other people.

I have had energy to spare.

I have been feeling close to other people.

I have been feeling confident.

I have been feeling loved.

I have been interested in new things.

I have been feeling cheerful.

Important information: The Quality of Life survey is for engagement purposes only and not a validated scoring on your physical, mental or financial wellbeing. The score is illustrative to help you attain clarity on your own self-assessment of your Quality of Life for the purposes of enhancing or maintaining it in the future. The score is based on the ‘how it is scored’ document and the results do not constitute personal advice or a recommendation.

We will use the information you submit via the survey (and other information we capture about you via this website, such as your location) to generate your score. We’ll also use it for research purposes to understand how you and other customers interact with the survey; however, we’ll keep your data confidential and won’t identify you when we use it for these purposes. For more information about how we use your information, including your rights in respect of it, please refer to the 'privacy notice' at the bottom of the page.

Calculate your Quality of Life

Just one more step to calculate your Quality of Life score

Financial knowledge  

These statements describe what you might already do before you buy a financial product. Which answer is true for you, for each statement?

I would research the features, benefits and risks of a product before I buy it

I would compare different products before I decide which one I’ll buy

I've assessed or updated my risk tolerance level in the past 12 months

Financial planning  

These statements describe what you might already do in planning your finances. Which answer is true for you, for each statement?

When I need professional advice, I talk to a financial adviser, insurance broker or my bank

I have at least enough to cover healthcare costs or unexpected medical expenses

I have a comprehensive financial plan for my retirement

Financial habits  

These statements describe what your current financial situation and habits might be. Which answer is true for you, for each statement?

You have enough savings to cover 6 months of basic living expenses, even if you had no income

You've used financial products (such as time deposits, stocks, insurance) to increase the value of your assets in the past 6 months

You keep track of your expenses every month so you can stop yourself from overspending

Financial goals

Informational security  

This statement describes how you might already keep your information secure. Which answer is true for you?

I keep my banking credentials safe, such as by preventing others from seeing me enter my password

Your results

Here's how you scored on our Quality of Life survey.

Your Quality of Life score is

Total score:
—
Physical fitness score:
—
Mental fitness score:
—
Financial fitness score:
—

We understand that your quality of life is currently categorized as low. It's important to remember that everyone experiences ups and downs, and this is just one snapshot of your current situation. However, it's crucial not to lose hope.

By identifying the areas that are causing dissatisfaction, you can take proactive steps to address them. Consider seeking support from loved ones or professionals who can assist you in improving your quality of life. Remember, small changes can lead to significant improvements over time.

Book an appointment

Read our article, The power of diversification

Find out more about our investment plans

Great news! Your quality of life is good. This indicates that you are experiencing a satisfactory level of well-being and contentment in various areas of your life.

While there may be room for improvement, you are on the right track. Take this as an opportunity to reflect on what aspects could be further enhanced and explore ways to bring more joy and fulfillment to your daily routine.

Book an appointment

Read our article, The power of diversification

Find out more about our insurance plans

Congratulations! Your quality of life is excellent. This means that you are enjoying a fulfilling and balanced life across all aspects. Your positive outlook, healthy relationships, and overall well-being contribute to your exceptional quality of life.

Keep up the good work and continue to make choices that prioritize your happiness and well-being.

Book an appointment

Read our article, The power of diversification

Find out more about our investment plans

We can help you plan or strengthen your current financial strategies. And we can empower you with the knowledge and tools to increase your wealth and Quality of Life.

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