"What is your financial type?" EN

Žingsnis 1 iš 9

1. If you unexpectedly received €500, what would you most likely do?(Privalomas)

A – Put it aside for the future

B – Think about how to use or invest it wisely

C – Spend it on something I’ve wanted for a long time

2. How do you usually approach your finances?(Privalomas)

A – I like things to be stable and predictable

B – I try to plan ahead and think about the future

C – I’d rather not restrict myself too much

3. Where is most of your savings currently held?(Privalomas)

A – In a bank account or savings deposit

B – Split between savings and investments

C – Spare cash doesn’t tend to sit around for long

4. Imagine your income increased by 20%. What would you do?(Privalomas)

A – Increase my savings and financial reserve

B – Put some towards investments and long-term goals

C – Improve my quality of life and allow myself to spend more

5. What matters most to you when it comes to money?(Privalomas)

A – Security

B – Growth and opportunities

C – Freedom and the ability to enjoy life

6. How do you feel about investing?(Privalomas)

A – I want to understand it first and feel confident before investing

B – I see it as an important part of a financial plan

C – I’m interested, but I haven’t got round to it yet

7. When you think about your financial future 10–20 years from now…(Privalomas)

A – The most important thing is having a reliable financial reserve

B – I have specific goals and want to achieve them

C – For now, I tend to focus more on today

8. Kas geriausiai apibūdina jūsų požiūrį į pinigus?(Privalomas)

A – “Security comes first.”

B – “My money should work towards my goals.”

C – “Money gives me the freedom to live the life I want.”

Full name(Privalomas)

Phone number(Privalomas)

Email address(Privalomas)

Topics that interest you

Creating a family financial plan

Investing

Analysis of existing contracts

Credit/refinancing issues

Career

I confirm that I have read the privacy policy of MB "Ifuture Investments", which is available at the following address:(Privalomas)

I confirm

https://ifuture.lt/privatumo-politika/

I want to receive free personal financial advice, webinar memo (if available), investment proposals, etc. from MB "iFuture Investments" and its partners (consultants), therefore I agree to be contacted at the phone number and/or e-mail address I have provided and to process them accordingly for direct marketing purposes. I know that I can withdraw my consent at any time by simply writing to MB "iFuture Investments".(Privalomas)

Yes

„What is your financial type?” EN

"What is your financial type?" EN