TAKE THE FIRST STEP!

APPLY TO WORK WITH US.

Full Name

Email *

Phone *

1. What prompted you to book this call today? *

2. What is your goal for your super over the next 12 months? *

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

4. Which of the following best describes your current situation? (Choose as many as apply) *

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

Yes

No

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

Yes

No

Maybe

7. 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 sort out the funds

No, I’m just researching at this stage

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

Please choose the option that best describes your current situation.

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

9. What (if anything) has stopped you from achieving your financial goals in the past? *

10. 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? *

Yes

No

Maybe