The animal classifications of Money Personality are the brainchild of Matt Linnert but the science behind defining each type has been tested and refined over thousands of years.

The Money Personality animals have been introduced to hundreds of advisers across Australia over the past 5 years.

The insights provided by Money Personality and the animals have often led to advisers asking, "how can I find out the animal preferences of my clients?"

With advisers can now find out what their clients Money Personalities are in a cost-effective and robust way.

It is great to have a tool to further understand my clients. Money Personality is a great talking point for clients and it gives me insights that enable me to build a deeper relationship. I now know how my clients would react to my advice and communications.
  • Stronger relationships
  • Understand your client
  • Your client understands you
  • Quality communication
  • Increase commitment
  • Point of difference
  • Tangible offering
  • Greater referrals
  • Simple to use

Knowing your client’s Money Personality will enable you to understand your clients in a way which no fact find or risk profile questionnaire can deliver.

Using Money Personality as a tool to further "know your client" will deliver unquestionable value and insight to any adviser-client relationship.

By doing so, you will know what parts of your recommended strategy the client will like and which parts they will struggle with. Further to that, you can gain a deeper understanding of the relationship dynamic between spouses, and understand what communication style is required to win the ongoing custom and advocacy of different clients.

Money Personality provides a simple yet robust opportunity to demonstrate you really want to understand your clients, and are genuinely interested in both their personal and financial needs, wants and desires.

Test it out for yourself - when it comes to money, what animal are you?