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1. What prompted you to book a call today?

I’ve been worried about my financial future and need to learn financial education.

I want to take control of my financial future and finally learn how to do it myself.

I’m looking for ways to grow my wealth but not sure where to start.

I’m researching options to see what’s possible for me right now.

I want to do better in life than I've done so far and improve my financial education.

2. What are your top 1–2 financial goals over the next 12 months and more?

Learn how to build a clear retirement growth strategy so I can retire comfortably.

Learn how to manage my investments confidently and independently.

Learn how to grow my financial wealth and protect my wealth from market downturns.

Learn how to reduce fees and other ongoing costs so I can keep more of my investment returns.

3. How would you describe your current retirement readiness?

I have no retirement strategy and feel anxious about the future.

I’ve made a start, but I’m unsure if it’s enough to retire comfortably.

I have a retirement strategy but want to optimise my wealth and retirement strategy.

I’m confident I’m on track for retirement but open to learning advanced strategies.

4. On a scale of 1–10, how confident do you feel managing your investments right now? *

5. Which of the following best describes your current situation?

I have Super but no active investment plan.

I’m investing but unsure if I’m using the right strategy.

I want to DIY my investments but don’t know where to start.

I’m doing okay but want to learn how to optimise, grow, and protect my wealth.

Other (please specify)

6. How prepared are you to start making changes to your financial situation? *

I know I need to act but haven’t taken any steps yet.

I’ve started researching but feel stuck and unsure what to do next.

I’ve taken some action but need financial education and accountability.

I’m ready to take consistent action to transform my financial future.

7. Have you ever in coaching, courses, or financial education before? *

Yes – I’ve done coaching/courses before and found them valuable.

Yes – I’ve done them before but didn’t see results and want better outcomes.

No – I’ve never done financial education coaching but I’m open to learning.

No – I’ve never done it and I’m unsure if it’s right for me.

8. If you found the right coaching program to help you build confidence and control over your financial education, would you be ready to invest in yourself and get started in the next 30 days? *

Yes – I’m ready to take action right away.

Yes – I want to but need some more information first.

Maybe – I’m interested but still comparing my options.

No – I’m just researching for now with no plans to commit yet.

9. What is your biggest concern about your financial future? *

Not having enough to retire on.

Losing money through bad investments or scams.

Paying too much in management and other fees.

Outliving my retirement savings.

10. Are you ready to invest $4–$5K in your financial education and growth right now? *

Yes – I’m ready and I have the funds to get started now.

I’m ready, but I need to organise the funds first.

No – I’m just researching at this stage.

No – I’m not in a financial position to invest $5K right now.

11. How clear are you on the difference between financial advice and financial education coaching? *

I have no idea what the difference is.

I think I understand but might be mixing them up.

I know the difference but haven’t experienced financial education coaching yet.

I clearly understand the difference and want financial education coaching to empower me.

12. What would success look like for you 12 months from now as a result of getting this part of your life handled? *

Feeling confident and in control of my financial education and financial future.

Growing my financial education while protecting my assets against market risks.

Having a clear retirement financial education strategy that works for me.

Achieving peace of mind knowing I won’t run out of money in retirement.

13. How often do you review your portfolio and financial goals? *

Almost never – I tend to set and forget.

Occasionally when the markets go up or down.

At least once or twice a year but not in a structured way.

Regularly with a clear strategy and goals in mind.

14. What has stopped you from achieving your financial goals in the past? *

Lack of knowledge or financial education.

Fear of making mistakes or losing money.

Not knowing who to trust for reliable financial education.

Procrastination or not having a clear action plan.

15. How do you usually make big financial decisions? *

Based on emotions or advice from friends/family.

Relying on professionals without fully understanding their advice.

Doing my own research but feeling unsure if it’s the right choice.

Using a clear, structured, and informed decision-making process.

16. Is there anyone else (e.g., partner, spouse) who needs to be involved in the decision-making before you invest in a program like this? *

No – I make the decision myself.

Yes – My partner/spouse will be involved in the decision.

Maybe – I’d like to discuss it with them before committing.

I’d like them to understand the program so they feel confident too.

17. What would you like to achieve most from joining this program? *

Clarity on where I stand financially and what steps to take.

Confidence in managing my investments and building wealth.

A clear retirement income plan that protects my savings.

Financial independence and peace of mind for my future.

TAKE THE FIRST STEP!

APPLY TO WORK WITH US.