You’re a Sally Saver

You are an organised, trustworthy, and responsible individual when It comes to your finances, and you love to save so budgeting isn’t an issue for you.  Moderation is perhaps something to consider for you, don’t let fun or the joy of experiences pass you by just to save a few more pounds. You should be able to travel, enjoy hobbies, or do other things that make you happy. Making this change and exploring new ways to use money may be difficult, however you could feel more fulfilled whilst keeping a healthy financial balance. 

3 Tips for you:

  • Ask yourself what you would really like from life and see whether your savings goals align with this. 
  • Explore hobbies which bring you joy but don’t break the bank.
  • Sit back and think about what saving is doing for you, is it restricting you too much? Noone  wants to live with regret. 

It is important to note that there is no such thing as a bad money personality. We are all individuals and there are pros and cons to each personality type. The goal of this quiz is to help you understand your own financial habits and mindset a little more in order to plan and adjust to reach your long term goals. Knowing which money personality is more in line with who you are will help you to deal with your own mindset and that of other people in a much more considered manner. 

Something that is also important to know is that many of us have primary and secondary money personalities which can conflict with each other. For example,  our primary personality might be a Penny Planner but our secondary personality could be a Spendy Susie, which of course is going to cause us some internal frustrations. 

Take the time to learn about what makes you tick financially so that you are better equipped to help yourself. Our team of knowledgeable financial advisors are ready to guide you to reach that better understanding and help you take the next steps. 

Subscribe to our newsletter

    By completing this form I give my express consent to receive ongoing communications.