Financial Wellness Survey
Please take a few minutes to tell us more about your state of Financial Health & Wealth
Name
*
First Name
Last Name
What is your gender?
*
Female
Male
Prefer not to answer
What is your age range?
*
0-17
18-24
25-34
35-44
45-54
55-64
65+
What is your employment status?
Employed full time
Employed part time
Self-employed
Unemployed
Student
Prefer not to answer
On average, how confident do you feel in your financial health and wellness?
*
Very Confident
Confident
Moderately Confident
Not Confident
Which of the following causes you the most financial stress ?
*
Loan EMI
Rent payment
Education Loan
Childcare
Elder Care
Health care costs
Investments
Monthly Budgeting & Planning
Other
Do you look upto your employer for financial guidance and assistance ?
*
Yes
No
How frequently do you consult a financial planner or advisor on your financial decisions ?
*
Never
Once or twice ever year
3-4 times a year
At least once a month
1 or more times per week
Of the following, select your most important sources of information for financial planning, investing, and advice ?
*
Social Media
Web Search
Books
Financial Advisors
Parent
Spouse / Partner
Colleagues / work associates
Friends
Other
How much time do you spend in a month researching about Tax Saving Options, Investments, Insurance, Loans etc. ?
*
< 1 Hr
1 Hr - 2 Hr
2 Hr - 4 Hr
> 4 Hr
Which of the following benefits does your current employer provide?
*
Health Insurance
Retirement Benefits
Wellness / Health Stipend
Financial Planning Services
Loan Assistance
No benefits
Other
Do you feel that there is a need for a Financial Advisor who can provide you unbiased opinion ?
*
Yes
No
What if your company hires a professional to help you train and manage finance? Would you feel that there will be improvement in managing finances ?
*
Yes
No
Please share your email address
*
example@example.com
Submit
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