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Folder Financial Quizzes

Financial Quizzes

Use these financial quizzes as lead generation tools on your website or to connect with your clients to test their financial knowledge.

Documents

QUIZ010 How much do you know about financial scams?

Description

This quiz covers a range of topics related to financial scams, aiming to educate and test the reader's awareness and understanding of the various ways financial scams can occur, how to recognise potential threats, and the appropriate actions to take if targeted.

Here are instructions on how to set up the quizzes using Survey Monkey. Or if you would prefer assistance, please contact us and we’ll give you details.

QUIZ009 How to improve your superannuation knowledge

Description

This next quiz tests your readers’ knowledge on superannuation. It covers government schemes like FHSS and co-contributions, personal and downsizer contributions, inheritance considerations, and strategies like TTR.

Here are instructions on how to set up the quizzes using Survey Monkey. Or if you would prefer assistance, please contact us and we’ll give you details.

QUIZ008 How much do you know about credit?

Description

This quiz is designed to test your knowledge of credit and credit management. It covers a variety of topics, including credit cards, buy-now-pay-later, loans, and more. Whether you're a seasoned pro or just starting to learn about credit, this quiz is a great way to test your understanding and see where you may need to brush up on your knowledge.

QUIZ007 How much do you know about mortgages?

Description

Test your readers' knowledge with this fun and informative mortgage quiz. It covers important banking terminology that readers should familiarise themselves with before entering into a home loan contract.

QUIZ006 How much do you know about retirement planning?

Description

Test your clients with this fun and informative retirement planning quiz. Covering topics such as social security, tax concessions and investing, your clients are sure to learn some valuable tips to get the most out of their retirement.

QUIZ004 How much do you know about borrowing?

Description

Here are instructions on how to set up the quizzes using Survey Monkey. Or if you would prefer assistance, please contact us and we’ll give you details.

This quiz tests your readers’ knowledge on borrowing to purchase a home. It clarifies some commonly used but sometimes confusing terms, and includes a calculation to show how interest and offset accounts affect a mortgage.

QUIZ003 How much do you know about super?

Description

This quiz tests your readers’ knowledge on that wonderfully simple topic – superannuation. Download the instructions on how to set up the quizzes using Survey Monkey. Or if you would prefer assistance, please contact us and we’ll give you details.

QUIZ002 How much do you know about managing money?

Description

This is the second of the basic knowledge quizzes. It focuses on taking control of money via creating smart saving habits. Future quizzes will be more complex. Download the instructions on how to set up the quizzes using Survey Monkey. Or if you would prefer assistance, please contact us and we’ll give you details.

QUIZ001 How much do you know about investing?

Description

Test yourself and/or your audience with this first quiz covering the basics of investing and some often misunderstood terms.

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