Congratulations on unlocking Your Financial GPS! Watch this quick training video to help you complete the information below.
ABOUT YOU - Select the option below that provides your primary source of income
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I'm employed
I'm self-employed / solopreneur
I'm a business owner
I'm a property professional
Other
How many hours can you commit to wealth-building activities each month?
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How committed are you to becoming completely financially independent?
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Low Priority
1
2
3
4
5
6
7
8
9
High Priority
10
1 is Low Priority, 10 is High Priority
What is your current plan to achieve independence?
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0/100
When do you want to achieve financial security and independence by?
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Why is it important for you to build wealth? What difference will it make?
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0/1000
Whats been holding you back from building the wealth you want so far?
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0/100
The 5 Levels of Wealth
In order to achieve your financial goals you must first clearly define what those figures are. At WealthBuilders, our first goal is to help you to achieve Financial Security, and then onwards to Financial Independence.
Financial Security Figure
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The amount of money you need each month to cover your essential outgoings only (Rent, mortgage, bills, groceries, childcare, school fees, essential travel etc)
Financial Independence Figure
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The amount of money you would like to have flowing into your life on a recurring basis each month from assets which would allow you to live a very comfortable life.
The 7 Pillars of Wealth
ABC - Assets Build Cashflow. We know that wealth comes from the ownership and control of assets, and that there are only 7 assets that you can use to generate predictable streams of recurring income. We call these assets pillars - The 7 Pillars of Wealth, and we can help you to start making these work for you, fast.
How much recurring income are you currently generating from the 7 Pillars of Wealth each month?
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Monthly Net Income (GBP)
Home Capacity
Pensions
Investments
Property Portfolio
Business
Intellectual Property
Joint Ventures
Your current total income from assets per month (GBP)
What is your earned income per month? (what your job pays you, or you pay yourself if you are a business owner or property professional)
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WEALTH EDUCATION - What steps have you taken in the last 5 years to build your wealth
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Name
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First Name
Last Name
Email
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example@example.com
Mobile Phone Number
Please enter a valid phone number.
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