the money quiz
seven questions.
ninety seconds.
no account needed.
The money quiz reads how you actually deal with money and puts you in one of three camps: builder, believer or hustler. Answer the seven questions, tell us where to send it, and the playbook for your type turns up in your inbox.
Simple questions your grandpa could understand. General information only, and not personal financial advice.
the three types
three ways people deal with money.
Nobody is only one of these, and the quiz is not a test you can fail. It reads which one you lean on right now, then gives you the steps that suit it.
type one
the builder
Savings that have sat still for a while, and no plan yet. You want the first move, and the order to make the rest in.
type two
the believer
Greenwashing does not get past you. Every dollar is a vote, and you want to see exactly where yours lands.
type three
the hustler
Past the basics already. You want strategy, and a portfolio that works about as hard as you do.
the quiz
start here.
Seven questions. Pick the answer that is true today, not the one that sounds good.
question 1 of 7
how old are you?
question 2 of 7
what is your money situation right now?
question 3 of 7
when someone mentions investing, you feel...
question 4 of 7
if your money could fix one thing, what would it be?
On the live quiz you can tick as many of these as you like.
question 5 of 7
when you choose where to invest, how much does impact matter?
question 6 of 7
how much of your pay actually survives the month?
After paying for everything, what is left of your pay.
question 7 of 7
what matters most to you about money right now?
your result
you are a builder.
Broke the mould. Building the gold.
Your savings have been sitting still so long they owe rent. You are done watching money collect dust while the world moves. You do not need a finance degree, you need a first move. Foundations first, fortune follows.
Your parents gave you the talk about bees. Not about ETFs. So you figured it out the hard way: paydays, podcasts, and one too many finance bros yelling about yachts. That is not your vibe. You want the plan, the path and the proof. Brick by brick, buck by buck.
your character twins
“turning bank water into investor wine.”
your result
you are a believer.
You want the receipts. Not the marketing copy.
You have seen through the greenwashing and you are not buying it. Your money is a vote, and you are done casting it blindly. You want clarity, proof, and a fund that shows its working.
You already worked out that getting rich quick is a story people sell. You want your money to mean something. Every dollar you invest is a vote for the world you want to live in, and you want to see where it lands.
your character twins
“having morals is finally paying off.”
your result
you are a hustler.
You have already done more than most. Now make the money keep up.
Spreadsheets, research, maybe even a crypto phase you would rather not discuss. You are past the basics and looking for something that matches where you are at. Real strategy, and a portfolio that works as hard as you do.
The real question is how you make your money pull its weight instead of sitting there looking cute. Forget the finance bro energy. Who said good returns and doing some good cannot sit in the same portfolio. Stop leaving money on the table.
your character twins
“show me the ethical moolah.”
your playbook
your playbook, straight to your inbox.
Your name and your email, and the playbook written for your type lands in your inbox.
next
keep reading.
The causes you tick in question four are the same five themes you customise in the app. The theme pages are the long version of each one.
This quiz is for educational and informational purposes only. It does not constitute personal financial advice, a recommendation, or an offer to invest. Investments can go up and down, you may get back less than you put in, and past performance is not a reliable indicator of future performance. General information only. It does not take your objectives or circumstances into account. Consider the PDS and TMD, and we recommend independent advice, before investing.
no matter who you are, the fund works the same.
You pick the five themes and customise them yourself, and you read every company you hold by name. The subscription is $10 a month ($120 a year), and the minimum to start in the fund is $100. Sign-up happens in the app, and SMSFs and family trusts are welcome.
