📊 Financial Advisor Quiz

Find your perfect financial advisor match in 3 simple steps

Step 1: Your Financial Profile

₱250,000 - ₱500,000
₱500,000 - ₱1,000,000
₱1,000,000 - ₱3,000,000
₱3,000,000+
🌱 Complete Beginner
📚 Basic Knowledge
📈 Some Experience
🎯 Experienced Investor
₱1,000 - ₱5,000
₱5,000 - ₱15,000
₱15,000 - ₱50,000
₱50,000+
🚫 No investments yet
💰 Savings accounts only
📊 Basic investments (UITF, time deposits)
📈 Diversified portfolio

Step 2: Your Investment Goals

🏖️ Retirement Planning
💎 Wealth Building
🏠 Buying a House
🎓 Children's Education
🆘 Emergency Fund
💼 Business Investment
⚡ Short-term (1-3 years)
🎯 Medium-term (3-7 years)
🏃 Long-term (7-15 years)
🌅 Until retirement (15+ years)
🛡️ Conservative (low risk, steady returns)
⚖️ Moderate (balanced risk and return)
🚀 Aggressive (high risk for higher returns)
🎲 Very Aggressive (maximum growth potential)
📈 Stocks and Equity
📋 Bonds and Fixed Income
🏢 Real Estate
📊 Mutual Funds/UITF
💼 Business/Franchise
🔄 Diversified Portfolio

Step 3: Service Preferences

💰 Fee-Only Advisor
📈 Commission-Based
⚖️ Fee + Commission
🤖 Robo-Advisor
📅 Monthly Check-ins
📊 Quarterly Reviews
📆 Annual Reviews
📞 As Needed Basis
🤝 In-Person Meetings
💻 Video Calls
📞 Phone Calls
📱 Digital/App Based
📈 Investment Management
📋 Comprehensive Financial Planning
🏖️ Retirement Planning
📊 Tax Planning
🛡️ Insurance Planning
🏛️ Estate Planning
🆓 Free/Basic Services
💰 ₱1,000 - ₱5,000/month
💸 ₱5,000 - ₱15,000/month
💎 ₱15,000+/month

🎯 Your Ideal Financial Advisor

Based on your responses, here's the perfect financial advisor match for you.

What You'll Get:

    🏆 Best Match

    Top recommendation for your needs

    🔄 Alternative Option

    Secondary recommendation

    ⚠️ Important Considerations

    Things to watch out for

    📋 Next Steps

    What to do next

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