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Financial Wellness Survey Template

Financial Wellness Survey Template

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Questions
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Financial Wellness Survey Template

Welcome! Please share the information about your current financial health and wellbeing.
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*
1.
Your name
*
2.
Your gender
Female
Male
Prefer not to answer
*
3.
Your age group
Under 18
18-24
25-34
35-44
45-54
55-64
65+
*
4.
What is your employment status?
Employed full time
Employed part time
Self-employed
Unemployed
Student
Prefer not to answer
*
5.
Overall, how confident are you about your financial wellbeing?
Very confident
Confident
Moderately confident
Not confident
*
6.
Which of these causes the most financial stress for you?[Checkboxes]
Loan EMIs
Rent
Education loans
Childcare
Elder care
Healthcare costs
Investments
Monthly budgeting and planning
Other
*
7.
Do you turn to your employer for financial guidance or assistance?
Yes
No
*
8.
How often do you consult a financial planner or advisor about your financial decisions?
Never
Once or twice a year
3-4 times a year
At least once a month
Once or more per week
*
9.
Which of the following are your main sources for financial planning, investing, and advice?[Checkboxes]
Social media
Web search
Books
Financial advisors
Parent
Spouse / Partner
Colleagues / work associates
Friends
Other
*
10.
Approximately how much time per month do you spend researching tax-saving options, investments, insurance, loans, etc.?
Less than 1 hour
1–2 hours
2–4 hours
More than 4 hours
*
11.
Which of these benefits does your current employer offer?[Checkboxes]
Health insurance
Retirement benefits
Wellness / health stipend
Financial planning services
Loan assistance
No benefits
Other
*
12.
Do you feel there is a need for a financial advisor who would provide an unbiased opinion?
Yes
No
*
13.
If your employer provided a professional to train and assist with personal finance, would it improve your financial management?
Yes
No
*
14.
Please provide your email address
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Template instructions
Financial wellness survey template helps financial institutions collect customer feedback on personal finances and wellbeing. Use this free template to assess financial confidence, identify stressors, and tailor services.

The survey includes demographic items (name, gender, age, employment), confidence ratings, sources of financial stress, frequency of advisor consultations, primary information channels, time spent researching taxes and investments, and employer benefits. Questions are mostly multiple-choice with an email field for follow-up and optional open responses for 'other.'

This free template suits banks, credit unions, lenders, fintech firms, and HR teams running employee financial wellness programs. Easily customize branding and appearance, embed the form on your website, share by link, or collect responses in person. Integrate with analytics, reporting, and CRM tools to analyze results and improve customer support.

Perfect for outreach, onboarding, and program evaluation. Click "Use This Template" to customize, publish, and start collecting insights with the financial wellness survey template.

Get Started in 3 Simple Steps

1

Use This Template

Click "Use This Template" to open it in SurveyMars. You can preview and test it without signing up.

2

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Edit questions, upload your logo, and match the design to your brand. Create professional surveys with no technical skills required.

3

Share & Collect Responses

Share by link, QR code, or embed it on your website. Responses appear in your dashboard as soon as they come in.

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