What's Your Investment Readiness Score for 2026?

Discover where you stand on your wealth-building journey. In just 4 quick questions, we'll assess your investment knowledge, strategy maturity, and readiness to capitalise on Australia's best opportunities. Get a personalised action plan revealing exactly what you need to focus on next—and which investment paths align with your situation.

How would you describe your current investment strategy?

I haven't started investing yet or I'm still thinking about where to begin I have some savings in a bank account or one investment, but no formal plan I have 2–3 investments and a basic understanding of diversification I have a documented strategy with multiple asset classes and regular reviews

Which of these investment types are you most confident understanding?

Honestly, I'm not sure about any of them—they all feel complicated I understand the basics of shares or property, but other options confuse me I'm comfortable with ETFs, managed funds, and dividend stocks I understand multiple options including REITs, ESG funds, infrastructure, and alternatives

What's your biggest barrier to investing right now?

I don't have enough capital to get started or I'm worried I'll lose money I'm unsure which investments suit my goals and risk tolerance I'm concerned about fees, tax implications, or making emotional decisions I have a clear plan and I'm mainly looking to optimise or expand my portfolio

How do you typically make investment decisions?

I follow tips from friends or social media without much research I do some research online, but I'm not always confident in my conclusions I research thoroughly and sometimes consult a financial advisor for major decisions I follow a disciplined process: define goals, research fundamentals, diversify, and review regularly

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