Freedom Score Assessment

1

Referrer

2

Name* This field is required.

First Name

Last Name

3

Email* This field is required.

example@example.com

4

Phone Number* This field is required.

Please enter a valid phone number.

5

Instagram Username

6

Relationship Status* This field is required.

Single

In a relationship

Married

Married with Family

7

What best describes your current ability to generate personal income* This field is required.

Swapping my time for money

Profit from Investments

Company profits / dividends

8

What is the annual ceiling of that income driver?* This field is required.

75-100k

100-170k

170-300k

300k +

9

Do you see that changing in the immediate future?* This field is required.

For sure I am confident it will

I need clarity on where to go

It will probably stay the same

I don’t know how to change it

10

How many banks do you have access to in Australia* This field is required.

1 for everything

2

3

4+

11

What access to physical fiat cash (notes & coins) do you have immediate access to in case of an emergency?* This field is required.

$1000

$2-3000

$3-5000

$10k +

12

How many permanent residencies other than your country of birth, do you hold for you and your family?* This field is required.

0

1

2+

13

To which countries?

14

How many citizenships (passports) other thanyour country of birth, do you hold for you and your family?* This field is required.

0

1

2+

15

To which countries?

16

Do you have your Super Fund Self Managed?* This field is required.

YESNO

17

Do you rent, have a mortgage or own any property?* This field is required.

I am a renter

I have a mortguage

I own a property outright

I own multiple properties outright

18

What is your current total debt level.* This field is required.

Debt Free

50-90k

100-240k

250 - 500k

19

Do you have the ability to service that debt if the interest rates double?* This field is required.

Yes easily

No, just hoping that won’t happen

Have never thought about this happening

Debt free - does not apply to me

20

Do you hold any crypto currency?* This field is required.

YESNO

21

Is it held on and exchange or on cold storage?

Exchange

Cold wallet

N/A

22

Do you own any silver or gold bullion?* This field is required.

YESNO

23

Do you have that in your personal control?

YESNO

24

Do you have access to farmland for producing food if you had to?* This field is required.

YESNO

25

Do you have a backup location you could live in the event that Australia became a place you no longer wanted to live?* This field is required.

YESNO

26

Do you own a business or are you a director of a Pty Ltd Company in Australia

YESNO

27

What is the structure of that business?* This field is required.

Sole Trader

Partnership

Family or Unit trust

28

How many years has the business been running?* This field is required.

0 - 12 months

12 - 24 months

3 years or more

29

How is the business situated?* This field is required.

Completely Online

Physical (bricks & mortar)

Hybrid (some of both)

30

In the event of a pandemic similar to 2020 does your business still operate?(without government funding)* This field is required.

YESNO

31

Do you have to be a director of that company for it to continue to run?* This field is required.

YESNO

32

Do you plan to stay attached to this business long term or is it something that has a lifespan?* This field is required.

Long term cash cow

Building to exit

Not sure

Its on borrowed time

33

Is there anything stopping you relocating this business outside of Australia?* This field is required.

Yes I am tied to my country

I don't actually need to stay in country

I am not sure what my options are

34

Is there any component of IP in this business that could be assigned to a new company and licensed back to your trading company?* This field is required.

YESNO

35

Whats the total annual income of the business?

36

Has your profit margins increased over the last 2-3 years?* This field is required.

YESNO

37

Has the taxable position of the company decreased over the last 2-3 years?* This field is required.

YESNO

38

Who looks after your account keeping and tax filing?* This field is required.

An Accountant

We do it ourself

39

Is there room for 10x growth in this business?* This field is required.

YESNO

40

Do you have or are you planning to have a family?* This field is required.

Already have family

It's on the cards for us soon

We are a long way off that happening

41

Does your partner have multiple residencies or passports?* This field is required.

YESNO

42

Can you or your partner gain citizenship by descent?* This field is required.

Yes

Not sure

No

43

Are you already living your ideal lifestyle?* This field is required.

Yes we are

No not yet

44

Do you see yourself staying in Australia to raise your family permanently?* This field is required.

Yes, we are happy here

No, we don't plan to stay

45

Where would you likely go if you choose to leave AUS and Why?* This field is required.

46

Are you intending to use the mainstream public or private schooling systems to educate your children?

YESNO

47

Do you have the ability to source whole foods from other sources than traditional shops and supermarkets?* This field is required.

YESNO

48

How reliant is your current lifestyle on mainstream services such as Electricity, Water and Septic services?* This field is required.

We would struggle without access to those things

We are semi detached from needing those services already

49

Have you ever spent time as a family off the grid and disconnected from the regular way of life?* This field is required.

Yes

No

50

How confident are you that Australia is a good place to raise family based on the direction that Australia is heading?* This field is required.

Confident

Not confident at all

51

Do you have access to networks of people that think like you do or is this something you are looking for?

Yes

No

52

How confident do you feel with the freedom options you have at your disposal currently?

Confident

Not confident

53

General Score

54

P+F Score

55

Personal Score

56

Business Score

57

Family Score