Takes 7+ minutes.
— this is your personal financial adviser.
Takes 7+ minutes.
Hello! Lets get acquainted. This way we can get to know you better.
What’s your name?
How old are you?
Great! Please, leave your e-mail address
And a phone number or nickname in the Telegram if preferred, so that we can write to you

Let’s start the questionnaire of 11 questions

1. Which of the following statements best describes your family’s general expenses compared to the total income in the last 12 months?
2. Which of the following statements best describes the way your family paid the bills in the past 12 months?
3. At your current level of spending, how long could you and your family be able to afford to cover expenses if you were to live on money that is easily available to you, for example, without selling securities or borrowings?
4. Thinking about your family's long-term financial goals (such as savings for vacations, starting your own business, buying real estate or paying off a mortgage early, additional education, building a retirement plan, etc.) how confident are you that your family is currently doing what is necessary for their achievement?
5. Thinking about all of your family's current debts, including mortgages, cash loans, money borrowed from others, and credit card balances carried over from previous months ... As of today, which ones of the following statements most accurately describes the extent to which your current debt load is manageable?
6. How would you rate your credit history/credit rating?
7. Thinking about all types of insurances that you and your family members have, including compulsory medical insurance / voluntary medical insurance, hull insurance, home or renters insurance, life insurance (except for ILI), and disability insurance ... How sure are you that these insurances will provide adequate support in case of an emergency?
8. To what extent do you agree or disagree with the following statement: My family/household maintains a budget/plans expenses.
9. Which one of the following financial savings products have you personally used in the past 12 months?
10. Have you aligned your current investments with your financial goals, such as buying real estate, educating children, retirement, etc.?
11. Are you satisfied with the profitability of your investments?
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