Dad Dynamic Types:

Based on the ancient wisdom of the I Ching, we have identified four predominant Dad Dynamic Types outlined below. Take our Quiz to find out your predominant Dad Dynamic Type, and we will send you individualised insights to help you move forward on your journey.

Visionary Dad

(Yang)

Innovative risk-takers and pioneers in their financial journey. They create new income streams and invest in unconventional assets.

Conservative Dad

(Yin)

Cautious, risk-averse, and focused on preserving wealth. They prioritise saving, budgeting, and stable investments.

Transitioning Dad (Yang-Yin)

In a state of change, they adapt to new financial circumstances (e.g., inheritance) and seek guidance to navigate these changes.

Balanced Dad

(Tai Chi)

Harmonious, disciplined, and patient. They maintain a stable financial foundation, diversify their investments, and prioritise long-term growth.

Dad Dynamic Type

Understand your predominant approach to personal finances and wealth creation with this diagnostic test.

First Name *

Last Name *

Email *

1. When it comes to investing, I: *

Section 1: Financial Mindset

2. My financial goals are: *

Section 1: Financial Mindset

3. I: *

Section 2: Financial Behaviour

4. My investment strategy is: *

Section 2: Financial Behaviour

5. I believe: *

Section 3: Financial Attitudes

6. My financial stress levels are: *

Section 3: Financial Attitudes

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