|
Not only do we have a physical self, an emotional self and a social self, but we also have a financial or money self. This money self is an integral part of our behavioral repertoire and influences the way we interact with our money. Most of us fail to realize the extent to which our financial personality impacts our financial habits and affects the degree of satisfaction we get from what money we have. There is an inseparable link between our unconscious feelings about money and the way in which we earn, spend, save and invest it.
What is the Moneymax® Profile?
The Moneymax® Financial Personality Profile gives you the knowledge and confidence to make compatible, goal-directed investment decisions. Dr. Kathleen Gurney, an expert in the psychology of financial behaviour, developed the program to help people identify and understand their "money personalities". Understanding your money style will help you gain insight into how and why you react emotionally to money why you have those reactions and how they affect your financial success or lack of success.
Moneymax® is a questionnaire that can help you:
- Discover how money affects you and how you affect money.
- Understand your attitudes toward wealth and your tolerance for risk.
- Gain the confidence and knowledge to develop an investment strategy that matches your unique personality.
What's included?
After completing the Moneymax® Profile questionnaire and sending it to us, you will receive an individualized interpretation of your 13 money-related trait scores in a jargon-free, easy-to-undertand "Trait Evaluation". This combination of traits is identified as one of nine general money management styles, or Moneymax® Personality Groups. You also receive an individualized money action plan which ties your specific Moneymax® profile to the most appropriate financial planning process and strategies which have satisfied thousands of people in your identified group.
Recognizing your own financial personality enables you to stop spinning your wheels of fortune and take charge of managing your money.
| 
