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)

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.

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