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Discover Your Money Mentality: The First Step to Funding Your Life's Adventures

Most of us didn't learn about money in school.

There was no class for personal budgeting, debt management, or even how to save for those big-ticket purchases. So for many of us, money feels akin to a maths class—dry, dull, and just numbers on a page.

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But in the real world, money is personal and emotional. It ultimately forms part of our personality and persona as we invest our time and energy into the things that create cash and fund our lifestyles. Money gives us a sense of hope and excitement for our future and the life we want to lead. 

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At The Hazel Way, we believe your wealth shouldn't just sit in an account; it should work as hard as you do to grow and fuel your adventures. How you define adventure is just as personal; it might mean 6 months traveling Europe with your best friend; or buying your dream home by the beach; launching your own business; or simply having the freedom to choose how you spend your Monday morning.

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So, why does your "Money Mentality" matter?​

Have you ever wondered why some people find saving effortless while others struggle, even on the same income? Or why you might feel a pang of guilt when booking a holiday, even though you know you can afford it? It’s not about willpower, it’s about your unique financial personality or ‘Money Mentality’.

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Your Money Mentality is the hidden driver behind every decision you make. It influences how you decide on your daily grocery spend, how you view investment risk, whether fear or excitement motivate your savings, and what "success" actually feels like for you.

 

  • Maybe you’re a natural Architect who has the big dreams but needs a blueprint to get there.

  • Maybe you’re a Protector who needs to know everyone is safe before you can relax and enjoy your wealth.

  • Or maybe you’re a Freedom Seeker who is waiting for permission to shift from "saving" to "living."

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Why we’ve developed this quiz.​

We designed this short quiz to be a mirror, not a test. It’s a super quick, 10 question quiz that helps you narrow down your Money Mentality, and stick a loose label on what motivates you and where you’re at in your current financial journey.

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It’s a quick way to uncover the "why" behind your "what." By understanding your natural style, you can stop trying to force yourself into generic, ‘best practice’ money decisions and actions, and start designing a strategy that actually feels like you.

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Plus...​

Even better than your initial quiz outcome is the extras we can then provide you with to take your next relevant steps. Think budgeting tools, goals templates, or our top 10 savings hacks to get you on your way. 

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Want even more?​

If that’s not enough now you’ve got the fire burning, you can loop us in to your plans. We can view your results and have a chat about what’s on your mind. Your results are an icebreaker so you can skip the ‘get to know you’ questions and jump straight into having a real, meaningful chat. We can identify your blind spots, lean into your strengths, and talk about building a path that helps you reach your goals - with a lot more joy along the way!

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Ready to see where you stand?

Click on the quiz below and take 3 minutes to define your Money Mentality and see what it says about your next big adventure.

Cara Williams

Financial Adviser, Business Owner, Adventurer, Dream Chaser

© Copyright 2025 The Hazel Way Pty Ltd. All Rights Reserved.

 

​The Hazel Way Pty Ltd (Corporate Authorised Representative No. 1313752) and all our advisers are Authorised Representatives of Finchley & Kent Pty Ltd, Australian Financial Services Licence No. 555169, ABN 50 673 291 079, and has its registered office at Level 63, 25 Martin Place, Sydney NSW 2000. Finchley & Kent Pty Ltd Australian Financial Services Licence applies to financial products only. Please note that Property Investment, Tax & Accounting, Mortgages & Finance are not considered to be financial products.

Disclaimer: The information contained within the website is of a general nature only. Whilst every care has been taken to ensure the accuracy of the material, The Hazel Way Pty Ltd and Finchley & Kent Pty Ltd will not bear responsibility or liability for any action taken by any person, persons or organisation on the purported basis of information contained herein. Without limiting the generality of the foregoing, no person, persons or organisation should invest monies or take action on reliance of the material contained herein but instead should satisfy themselves independently of the appropriateness of such action.

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