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Knowing your ‘financial personality’

‘Information is not knowledge. Knowledge is not wisdom.’

Frank Zappa

With the internet, information is widely available at the click of a button and you could be forgiven for thinking that making good financial decisions should be easy. It is possible to go online and compare financial products, buy investment funds or insurance and apply for a mortgage or a loan. What is rarely considered is both the context in which those decisions are made and the psychology of the person making them.

Knowing your ‘financial personality’ is the key to living the life you really want and to developing and sticking with a financial plan that will help to ensure that money enables you to be true to that ideal. Your ...

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