Infinity Wealth Solutions

Financial Planner and SMSF Specialist Adviser

  • Home
  • Our Services
    • Retirement Planning
    • Investment
    • Superannuation
    • Insurance
    • Aged Care
    • Business Planning
    • Social Security/Centrelink
    • Estate Planning
    • Salary Sacrificing
    • Retrenchment
  • Education Centre
    • Basics of Investing
    • Investing Case Studies
    • Basics of Super
    • Superannuation Case Studies
    • Basics of Insurance
    • Insurance Case Studies
    • Basics of Retirement
    • Retirement Case Studies
    • Glossary
  • Calculators
  • News and Research
    • Inform Monthly Blog
    • Insights Quarterly Newsletter
    • Market Watch Monthly Update
  • About Us
    • Financial Planners
    • Our Product Providers
    • Our Philosophy
    • Financial Wisdom
    • Client Testimonials
    • Sitemap
  • Contact Us

What’s your ‘financial action’ personality?

November 27, 2017

What's your 'financial action' personality

Do you have the personality to not just dare to dream but to actually take action and make it happen?

According to the FPA ‘Live the Dream’ 2017 National Research Report courtesy of www.moneyandlife.com.au/livethedream, four ‘financial action’ personality types have been identified to help us better understand WHO is best at dreaming, planning and taking action.

What’s your ‘financial action’ personality?

Are you a Daydreamer?

Daydreamers love to dream but struggle to make their dreams a reality. They seem to get stuck too much in the thinking stage and are most stressed about their finances. Also, they are not great planners as they do not really know what they want.

Only 16% of Daydreamers say they are currently living the dream.

Are you a Cruiser?

Cruisers as the name suggest ‘cruise’ through life without much dreaming and simply prefer to enjoy their life without too much thought about the future in mind.

They are not planners nor do they like to stick to a plan, and are the least financially secure with minimum experience of success.

Only 8% say they are living the dream.

Are you a Builder?

Builders simply like to get the job done without any further thinking. They are focused on the now and living in the now than dreaming about the future, and they seem to live life with no regrets.

Builders are the least stressed about finances.

18% say they are living the dream.

Are you a Go-Getter?

Go-getters not only love to dream but they equally want to turn their dream into reality with planning and taking action.

They know what they want in life and will work at it to achieve them.

Builders are most likely to seek advice or have sought advice from a financial planner (58%).

37% say they are living the dream.

Go-getters are living the dream!

What makes the Go-getters different from the rest? What’s their X-factor? What can we learn from them?

Let’s face it, we all want to carve out lifestyles we dream about and make an impact in our own way.  So, what can we do, improve or change to become more of a Go-getter?

The number one quality, according to research, of a go-getter is that they have strong personal habits.

Habits of a Go-Getter

Strong Self-Belief & Drive

Go-getters have a strong belief in themselves to be able to create the life they want. They are masters at focusing on their strengths, turning weaknesses around and are resolute in their determination to never give up even if things don’t go their way.

Cherish Family

Go-getters make time for the  important things in life, and they associate close family ties and relationships as the number one contributing factor to their success in life. They enjoy spending quality time with their family.

Value Relationships

Not just family connections are valued but equally they value the relationships they have with others, and appreciate their success in life comes from surrounding themselves with positive influencing people and connections..

Think & Plan

Go-getters understand the secret to unlocking their dreams. They know  thinking and planning for the future is the key to earning the lifestyle of their choice.

Planning can be daunting and challenging but Go-getters show us that it’s easier and better to aim for tangible short-term goals that can be achieved quickly. It’s the frequent sweet taste of success that spurs and drives them to constantly move ahead.

Go-getters stress the least, they are financially secure, they value the life and the lifestyle they have, cherish the important people in their lives and they are always happy to learn from others and take advice from others.

As the research states:

‘Go-getters inspire us to act on our dreams and create a plan for positive change.’

For help on getting to ‘live the dream’ speak to Infinity Wealth Solutions.

Disclaimer
Information in this web page is based on regulatory requirements and laws, which may be subject to change. While care has been taken in the preparation of this document, no liability is accepted by Financial Wisdom, its related entities, agents and employees for any loss arising from reliance on this document.
This web page may contain general advice. It does not take account of your individual objectives, financial situation or needs. You should consider talking to a financial adviser before making a financial decision.

Related

Join Us On Facebook

Join Us On Facebook

Follow Us on LinkedIn

News and Research

  • General
  • Inform Monthly Blog
  • Insights Quarterly Newsletter
  • Market Watch Monthly Update

Recent Posts

  • Informing You: Wedding Thrills Minus the Endless Bills
  • Informing You: Your Financial Future Starts Now
  • Is it too late for financial advice in my 50s?
  • Informing You: Teaching Kids the Secrets of Financial Success
  • Informing You: The Nitty-Gritty of Financial Goal Setting
  • How to be financially happy!
  • Informing You: How Much Will Your Childs Education Cost
  • Insights: Summer 2017-2018 Financial Issues Affecting Your Lifestyle
  • Top 10 New Year Financial Resolutions
  • Informing You: How to Create the Ultimate Bucket List

Contact Details

☎ 08 9393 3770

✉ PO Box 4232
Harrisdale, WA, 6112

✉ Unit 5A
11 Erade Drive
Piara Waters, WA, 6112

  • Facebook
  • Linkedin

Our Location

Testimonials

I have full trust in Simon Podesta he is trustworthy and answers all my questions no matter how silly some of them are.
Female, 33
It’s what we’ve been missing for quite a long time, and the service that has been provided to date is of the highest quality.
Simon is the best I’ve had since the inception of superannuation he is very proactive and tailors my super to my needs and what I will need to retire on.
Simon has been very proactive and always keeps me up to date as a long distance truck driver I’m very hard to get hold of but he always keeps me in the loop. Compared to previous managers he is a breath of fresh air.
Simon is always there to answer any questions or concerns that we may have. He deals with our finances as if they were his own. There is nothing that is too much trouble for our adviser – even travelling the 100km to come and see. We couldn’t ask for any better service!
Any questions I have are only a phone call or email and reply the same day…very happy with the way my money is growing.
Pleasant to deal with and seems to have our best interests at heart.
Armadale, WA
Cannot speak too highly of Simon Podesta. He has always been able to help us no matter what we ask him and never any trouble. Highly recommend him.
Trust and understanding of my current situation and the changes that will occur to these.
Osborne Park, WA
My investment did well, even in difficult world-wide conditions.
There are no others that would even come close to this company, and I don’t often refer, especially family members to these kind of services – I would here.
Very open communication in words and terminology that I can understand; he doesn’t complicate things.
Very satisfied with Simon’s direction and advice.
Male, 52
Thank you for looking after my financial state, I have great faith in you. We have to put faith in our financial advisers as we do not have the knowledge to do it ourselves which is such a large risk, I feel I am in very safe hands with you Simon. 
Munster, WA
I was very happy and impressed by Simon, he went way beyond my expectations and I found the experience very worthwhile.
Armadale, WA

Infinity Wealth Solutions ABN 24 147 842 715 is an authorised representative of Financial Wisdom Limited ABN 70 006 646 108, AFSL 231138 (“Financial Wisdom”). Financial Wisdom is a wholly owned but non-guaranteed subsidiary of the Commonwealth Bank of Australia.

Copyright © 2018 · Website Design by Imajayne