Survey 19 Questions

Financial Wellbeing Surveys

Financial Wellbeing Survey

Thank you for participating in Financial Resilience Australia's Financial Wellbeing Survey. The Survey is informed by world-leading research developed by the Commonwealth Bank of Australia and the Melbourne Institute (University of Melbourne) and contains questions designed to get you thinking about your recent and past financial experiences.

You must be 18 or over to participate. Upon completion, you will receive a personalised Financial Wellbeing Score (between 1 and 100) which can help you to assess your current financial position.Your personalised Score is completely confidential, and will not be revealed to anyone other than yourself.

Our researchers will only anonymised and completely de-identified information to gauge overall trends, so that your valuable feedback can help us to co-design useful solutions for everyday Australians who want to improve their own financial health and wellbeing, and workplaces which wish to support their employees' financial wellness.

Please contact us on info@financialresilience.com.au should you have any queries.

How well do the following statements describe you or your situation?

1. I can enjoy life because of the way I’m managing my money

Completely Very well Somewhat Very little Not At All

2. I could handle a major unexpected expense

Completely Very well Somewhat Very little Not At All

3. I am securing my financial future

Completely Very well Somewhat Very little Not At All

When it comes to how you think and feel about your finances, please indicate the extent to which you agree or disagree with the following statements

4. I feel on top of my day to day finances

Agree Strongly Agree Neither Disagree or Agree Disagree Disagree Strongly

5. I am comfortable with my current levels of spending relative to the funds I have coming in

Agree Strongly Agree Neither Disagree or Agree Disagree Disagree Strongly

7. Please describe your current level of savings?

8. Please describe your current level of debt?

9. Please describe your understanding about financial products and services?

10. Please describe your approach to budgeting?

11. Please describe your approach to planning for the future?

12. Please describe your saving habits?

13. If you have a credit card, please describe your payment habits?

15. Ignoring current COVID conditions, how would you describe your usual social contact with family, friends, work colleagues, neighbours, community etc.?

16. How likely are you to discuss money and finances with your close circle of family and friends?

Always/Very Likely

Fairly Likely

Unsure

Fairly Unlikely

Never / Very Unlikely

17. Should you need it, how likely are you to get financial support from your close circle of family and friends?

Always/Very Likely

Fairly Likely

Unsure

Fairly Unlikely

Never / Very Unlikely

18. Growing up, were money-matters and finances discussed in your family?

Always

Often

Sometimes

Rarely

Never

19. In general, would you say your health is...

Excellent

Very good

Good

Fair

Poor

Rather not say

Thank you for answering our questions. Please tell us a little bit about yourself so that we can calculate your personalised Financial Wellbeing Score. Our researchers will not share your personal information with anyone - only de-identified information will be analysed to gauge overall trends.

20. Please tell us your age

21. Please tell us where you live

22. Please tell us your Post-Code

23. Please describe your accommodation

24. Do you identify as:

25. Which best describes your current situation?

26. Please select your annual Household Income?

27. Please describe your current work

28. Name of Organisation

29. What is the highest level of education you have completed?

31. What does financial wellbeing mean to you?

Thank you so much for your participation - please click the button to reveal your personal Financial Wellbeing Score.