Please enter your year of birth
I am currently ...
What housing type do you currently live in?
What is your monthly take-home pay?
Which ethnic group do you belong to?
Do you have a savings account that is separate from the account you use for spending?
Have you withdrawn from this separate savings account in the past 3 months? (not including emergencies or planned big ticket items, e.g. car, house)
In the past 3 months, how many times have you paid the full amount on all your credit card bills?
Which of the following types of loans do you currently service? (Click on 'Continue' if none of the loans apply to you)
Select the loan repayments you are able to pay in full every month (Click on 'Continue' if you are unable to pay any of your loans in full every month)
How is your housing loan financed?
Do you have at least $[3*MI] in savings? (not including savings in CPF)
What is your top reason for not investing?
What are your reasons for not investing?
Health insurance
Is there anyone (e.g. parents, spouse, children) who depends on your income?
Do you know what each of your plans cover?
Will you have enough in your CPF and savings to live comfortably when you retire?
A Lasting Power of Attorney allows you to decide who will help you make decisions and act on your behalf if you lose mental capacity. Have you made a Lasting Power of Attorney (LPA)?
A Will spells out exactly how you wish to distribute your assets (e.g. bank deposits, insurance policies, flat or house). Have you made your Will?
Do you have separate bank accounts for saving and spending?
Have you withdrawn from your savings account in the past 3 months? (not including emergencies or planned savings goals, e.g. laptop, exchange programmes)
Do you review your spending?
In the past 3 months, have you run out of money unexpectedly?
Do you pay your own credit card bills?
In the past 3 months, did you pay your credit card bill in full every month?
Do you review these subscriptions regularly?
Do you check reviews or find out more, when buying from an online seller you are not familiar with?
Do you find it difficult to say 'NO' to a persistent salesperson selling a product to you?
Hospitalisation insurance
Do you know what each of your plans cover?
Do you buy travel insurance when going overseas?
Do you have investments?
Do you have any student loans to pay off when you graduate?
