Are you aware of the correlations between things in the financial world? What about your financial knowledge? And how about your trust?
Answer the following statements by ticking where you are on the scale. Don’t worry, with this test there is no right or wrong, what’s important is that you are honest. Only in this way can you gain clarity about yourself.
According to your self-assessment, you will find an overview of the different profiles on the way to financial independence. Ready to start?
I know how life events, but also general economic developments, can change my financial situation.
I know exactly how much money I earn and spend each month.
My life goals and the associated financial consequences are clear to me.
I know what information is essential to understand an investment.
I know how factors like inflation or interest rates affect my wealth.
I know how to build a fortune with regular savings rates.
I have clear criteria according to which I choose to invest (or not).
I know where to find out about financial matters when I’m not sure (e.g. in magazines, financial blogs, learning apps).
I also make my own decisions in many other areas of my life, whether professional or private.