Financial Needs Assessment Questionnaire

A financial needs assessment questionnaire is a kind of a questionnaire which is used by certain financial institutions to assess the financial needs of individuals, groups, companies or families. These questionnaires are used to take feedback of people about their financial needs and are quite important for overall evaluation of financial needs of a certain percentage of population of states, towns, cities or countries. These questionnaires consist of multiple questions which can either objective or subjective in nature. Given below is a sample of a well detailed financial needs assessment questionnaire which can be taken into use for reference by any person.

Sample Financial Needs Assessment Questionnaire:

Name of respondent:

Gender of respondent:

Age of respondent:

Date of birth of respondent:

Residential address of respondent:

Contact number of respondent:

Official address of respondent:

Email address of respondent:

Kindly answer all the questions given below and please use the spaces provided for the same.

Q1. Please explain the nature of your work/job/business?


Q2.  How many people do you support on your income?


Q3. What is your yearly income?


Q4. What are your yearly savings?


Q5. Is this income sufficient for you and the people you support?

a)      Yes

b)      No

Q6. Have you ever taken any financial help or loan from a source?

a)      Yes

b)      No

Q7. Pick one of the suitable options from below.

a)      I own a house

b)      I have rented a house

c)      I live as a paying guest

Q8. Have you ever been in a state of debt?

a)      Yes

b)      No

Q9. Please explain the details of the various expenses that you incur each month.


Q10. Do you ever feel a need for financial planning or help?

a)      Yes

b)      No

Q11.  Do you have a financial planner of advisor for consultation?

a)      Yes

b)      No

Category: Finance Questionnaire

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