Please complete this form to see if working with Wealthy Self is right for you.
Getting to know you...
I am...
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A Young Professional Single Person
A Young Professional Couple or Family
Over 50 or looking to retire
I have a... (Tick all that apply)
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Single Person Income of $135k - $200k+ pa
Single Person Super Balance of $150k+
Investment Budget of $200k+
Inheritance of $200k+
A household income or Super balance of less than $100k
I have a... (Tick all that apply)
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Couples Joint Income of $150k - $200k+ pa
Couples Joint Super Balance of $250k+
Investment Budget of $200k+
Inheritance of $200k+
A household income or Super balance of less than $100k
I am interested in... (Tick all that apply)
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Buying a First Home
Investments
Cash Flow & Budgeting
Superannuation
Insurances
Goal Setting
Financial Education
Family Financial Planning
Buying an Investment Property
Post Separation or Divorce
Additional information and useful notes
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