What's important to you?

What are the most important money things you want to sort out in the short term? *

Understand how to get more out of your finances, get control of cashflow, get clear on property strategy...

What's the biggest challenge or frustration you have around money? *

i.e. Paying too much tax, not enough investments, etc

If we could do anything, please choose what you'd like to achieve with your money *

Choose as many as you like

Set up a savings plan to help me fund my ideal lifestyle

Have a plan - something clear and easy to follow showing how I can get the money outcomes I want

Learn how I can leverage the tax and investment rules to get ahead faster

Understand property investing and how it can help me get ahead

Manage my money easier, figure out where my money goes and how I can stop any leakage

Pay off my debts faster/easier and/or ensure my loans are structured correctly

Make sure my super money is working hard for me

Make sure my expenses and/or loved ones are covered if the unexpected happens

I don’t know, just help me!

The numbers

Note that completing this section will help us and you come to our catch up crystal clear on the elements of your money you have to work with and get more out of, and ultimately mean you get more out of our time together.

What is your age? *

What is your current income? *

How much income after tax have you earned in the last two years *

How much money has hit your bank account over this time. HINT: Your group certificate, tax returns or payslips will show you this figure (net income). If you need help to calculate this, you can use this calculator: https://jaws.tips/stuff/taxcalc.html

How much money have you saved in the last two years? *

Are you happy with how much you’ve saved?

Yes

Going forward, how much can you save each month? *

Property and debt

Are you clear on the power and importance of property investing for your investing and wealth building strategy? *

Yes

Risk

Do you currently have an emergency fund in place that is completely separate from your other savings? *

Yes

Planning

Do you have a clear plan for your money and are clear on your current financial trajectory, i.e. where you will be financially in a month, year, and ten years and further ahead if you keep doing exactly what you’re doing today? *

Yes

How would you describe how your money is currently growing into the future? *

A Not yet on track to achieve my/our ideal financial future targets in a my/our ideal timeframe
B On track to achieve my/our ideal financial future targets in my/our ideal timeframe
C On track to exceed my/our ideal financial future targets within my/our ideal timeframe
D Already fully financially free, i.e. I/we could stop work tomorrow and would have enough money to live my/our ideal lifestyle without ever working again

Your first name

Your first name *

Your surname *

Email address *

We will use this to send your report so please double check this is correct

You're nearly done! Just one more step.

Once you hit ‘submit’, you’ll be redirected to a video that explains how our services work and pricing so you can understand where the value will come from if you get us to help you. Watching this video will mean when we chat we can focus our time talking about you, not us. It will also get you thinking and lead to questions for us to discuss and help you promptly make decisions on your smartest next steps – PLEASE TAKE THE TIME TO GIVE IT A WATCH

Do you have anything else you'd like to add?

What's important to you?

How do you feel like you’re tracking in the following areas (score out of 10)

The numbers

Numbers continued

Investing

Tax

Saving and spending

Property and debt

Superannuation

Risk

Planning

Your first name

You're nearly done! Just one more step.