MEASURE YOUR

FINANCIAL LIFE

 

Financial Life Quality Score

We measure the quality of your financial life via a number of dimensions.

Take the survey below to get your score. From there, you can pinpoint areas of improvement and pursue a more successful financial life.

Find Out My Financial Life Quality Score

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Unfortunately, most investors' financial lives are plagued by the 'Sins of Personal Finance'. Until these 'sins' are addressed, an investor would find it difficult to achieve the successful financial life deserved. 

The 'Sins of Personal Finance'

1. Low or no exposure to investing in the markets.

2. Investment instruments are too complex, too many, without achieving outsized return.

3. No solid understanding of the risks of the assets held.

4. Not receiving personalised financial services due to a lack of good providers or high cost of such services.

5. Overpaying for financial services, while losing control over money.

Low Exposure

Low or no exposure to investing in the markets

Not Personalised

Not receiving personalised financial services due to a lack of good providers or high cost of services.

Over-Complex

Investment instruments are too complex, too many, without achieving outsized return

Overpaying

Overpaying for financial services, while losing control over money

Risk Under-appreciation

No solid understanding of the risks of the assets held