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  2. 2015
  3. November
  4. F
  5. Financial Planning
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Hi!

We are currently doing a project, to find out people’s lifestyle/ habits in managing their resources. We would like to hear you out, could you share your thoughts with us? :)

This is to understand how do you manage your resources mainly in terms of finances, or do you actually set financial goals for your future, etc.
 
 
 
How can I address you?
   
 
 
 
How old are you now?
   
 
 
 
Occupation
   
 
 
 
How do you keep track of your expenses? (Select all that apply)
 
Notebook
 
Phone/Tablet Apps
 
My Brain
 
I Don't Keep Track
 
Other
 

 
 
 
How do you ensure growth in your finances? (Select all that apply)
 
Savings
 
Fixed Deposit
 
Buy insurance
 
Investment
 
Other

 
 
 
Have you done Financial Planning before?
 
Nope
 
Not Sure
 
Yes
 
Feedback on past experiences with Financial Planning
 
 
 
Would you be keen for me to do a financial review?
 
Yes
 
No
 
Not Sure
 
Appointment Date and/or Reasons:
 
 
 
 
FSC Notes:
   
 
THANK YOU!