Information for:

AXA - Be Life Confident

AXA Spending Profile

Spending Profile Quiz

  1. Which one of the following statements best sums up your attitude to your money?
    1. I don't save. Live for today
    2. I know I should be investing my money, but I haven't a clue where to begin
    3. It's money that's hard won and I like to balance between treating family or loved ones and saving for the future
    4. I like to put as much of it as possible towards saving for the future, in bank, pensions and trust funds, to build a secure future and protect the assets I have
  2. If you were to receive a pay bonus, what would you do with it?
    1. What wouldn't I do with it! First priority would be to hit the shops
    2. I would put it away with the best intentions, but dip into it whenever I needed a 'pick me up'
    3. I would enjoy using it to treat my loved ones
    4. I would save it or invest it to boost its value
  3. As soon as you have been paid, what is the first thing you do?
    1. 'Treat' myself (of course)
    2. I'm a little less careful about my spending, but don't go overboard
    3. Spoil my friends and family
    4. If I am in need of anything, buy it, but otherwise keep it in the bank
  4. If you were given £100, what would you do with it?
    1. Bank it or invest it
    2. Aim to save it but end up frittering it away on frivolous items
    3. Buy an item for the home to treat the family
    4. Immediately blow it on something frivolous eg. a night out or wardrobe update
  5. What is your attitude to saving?
    1. I save as much as I can for my family even if it means missing out on little luxuries for myself
    2. I try to save a regular amount each month and dip into this money each month to treat myself
    3. I get a thrill from seeing the return on my investments and spend a lot of my time calculating how much more I can save
    4. I don't have enough money at the end of each month to save or I can't save