Welcome and thank you for taking the time to answer our survey for the financial freedom platform.

This survey should take around 5 minutes.

All information collected for this survey will be treated in a confidential matter. We promise to protect your privacy. The information we are collecting is for research purposes only and will not release the information to a third party. 

Thank you for taking the time to take this survey!
Start
 
Part 1 will ask you for some background information.

 
What city you live in? *

 
What is your approximate age?  *


 
Please indicate education level: *


 
What is your approximate annual income level: *


 
Please indicate marital status: *


 
Part 2 of this survey will ask you questions in regards to your financial and investment literacy.

 
On a scale of 1 (lowest) to 5 (highest), I openly discuss my financial affairs to my significant other(s)/family members/friends?  *


 
On a scale of 1 (lowest) to 5 (highest), indicate your level of comfort in sharing your financial information online to apply for financing (ex. loans, credit cards)?  *


 
On a scale of 1 (lowest) to 5 (highest), indicate your level of comfort in sharing your financial information online with the aim of receiving financial advice/support?  *


 
Do you set a monthly budget? *

     
 
If yes, is this budget strictly adhered to and followed? *


 
Do you employ the services of a financial adviser? *

     
 
Do you know how much you need to reach financial freedom?
Financial Freedom is when the passive income from your investments cover all of your expenses. Basically when you don't need to work anymore! *

     
 
Do you know how much you need to contribute to your investments monthly in order to achieve financial freedom?  *

     
 
If yes, are you currently following this plan to achieve financial freedom? *


 
If yes, how often do you review this plan? *


 
Do you want someone to remind you to stay on track with your plan? *

     
 
If you do have a financial plan, do you want to get a second opinion? *

     
 
Part 3 (the last part!) will ask you about financial products you may be using now and how much you are willing to pay.

 
Do you use any financial products available in the market today for your financial planning?  *

     
 
If yes, please could you list the products you currently use? (If no, type none)

 
If an online service could help you:
- Determine how much and how long it will take to reach financial freedom
- Help you setup a plan to reach this goal
- Help you accelerate the time it takes to reach financial freedom (often by years!) 
- Guide and motivate you to stick to your goal
- Provide tips customized to your demographics and personal needs

How much would you pay every month? *


 
Last question! Which of the following personal finance topics do you want to know about the most? *


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