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About 5 minutes · Confidential

The financial education series — your feedback

Thank you for completing the programme. Your reflections help us understand its impact and shape what we deliver next. There are no wrong answers — take as much or as little space as you like.

Your ratings

Overall, how would you rate the Wealthbrite financial education series?

PoorExcellent

Session 1 of 4

How would you rate this session?

PoorExcellent

Session 2 of 4

How would you rate this session?

PoorExcellent

Session 3 of 4

How would you rate this session?

PoorExcellent

Session 4 of 4

How would you rate this session?

PoorExcellent

Your reflections

Having completed the sessions, what now comes to mind when you think about your finances?

Your reflections

Having completed the sessions, has your view of financial management changed? If so, how?

Your reflections

Having completed the sessions, have you done anything differently with your money?

If so, can you share a short outline of the action you took?

Recommendation

How likely are you to recommend Wealthbrite to a friend or colleague?

Not at all likelyExtremely likely

Recommendation

Please elaborate on why you chose this score.

What did we do well and what can we do even better in future?

Going further

Are there any personal finance topics you'd like to explore further that weren't covered in the programme?

Going further

What's one money question you still have, or feel unsure about, after completing the programme?

Optional

Would you like to add a testimonial — in your own words, by voice, or on video?

Whichever suits you. Many people find it quicker to say a couple of sentences than to write them, so pick whatever feels easiest. This is entirely optional — you can skip it.

Nothing you record here is shared publicly on its own. The next question asks separately whether we may reference your feedback, and we'd always check with you first.

Not sure what to say?
  • What's changed in how you think about your finances
  • Anything you've done differently since
  • What you'd say to a colleague considering the programme

A few details

May we reference your experience and feedback in a case study about the impact of our work?

A few details

Finally, a little about you

Optional — leave blank if you'd prefer to stay anonymous.

Thank you

Your feedback has been recorded. We're grateful for the time you've taken — it shapes how we build and deliver financial education.

Carla · Wealthbrite founder

Wealthbrite · Small steps, big goals