Discover Your Financial Personality: How Do Handle Money?

How Do You Handle Finances?

Answer honestly to find out if you are a Planner, Spender, or Problem-Solver. Your behavior with family, friends, and personal finances will determine your type.

I’m Gerard Jude Orbase, a Financial Consultant. Over the past 16 years, I’ve worked with many clients, and the way I get to know them is by understanding who they are, how they spend, and what matters most to them when it comes to money and leisure.

I carefully study and ask questions because I cannot just give advice blindly. Some clients may not have a clear focus, so I make sure they understand how important it is to plan properly. If someone starts a plan but stops midway, it usually means they didn’t fully understand or lacked knowledge. Together, we study and think through where they should focus.

Now, I want you to answer these basic questions to see how you handle your finances—personal, family, and friends. Tell me everything: what you would spend on, what’s your priority, and what’s less important. Answer fully and honestly.

At the end, you’ll find out what type of financial personality you are. I hope you enjoy this—it’s exciting, like seeing yourself from a new perspective!

Finish all questions first to see your result!