Financial Wellness Survey

Measures how people perceive their own economic health: confidence levels, sources of money-related stress, advisory habits and workplace benefits. A practical tool for banks, insurers and HR teams designing money-education programs.

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Name

Nombre

Apellido

What is your gender?

Female Male Non-binary Prefer not to say

What is your employment status?

On average, how confident do you feel in your financial health and wellness?

Very confident Confident Neutral Not very confident Not at all confident

Which of the following causes you the most financial stress?

Debt Housing costs Retirement savings Medical expenses Education costs Daily expenses Job security

Do you look to your employer for financial guidance and assistance?

Yes No Sometimes

How frequently do you consult a financial planner or advisor on your financial decisions?

Select your most important sources of information for financial planning, investing and advice

Financial advisor Family and friends Online articles Social media Books Employer resources News media

How much time do you spend each month researching tax savings, investments, insurance, loans, etc.?

Which of the following benefits does your current employer provide?

Retirement plan Health insurance Life insurance Stock options Financial education Wellness program None

Do you feel you need a financial advisor who can give you an unbiased opinion?

Yes No Not sure

If your company hired a professional to help you learn to manage money, do you think your finances would improve?

Please share your email address

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