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Investor Profile Quiz

To get you going if you could take few minutes and answer couple questions about your business and we will go from here…

Name
First Last
Email
1. I have high control of my day to day living expenses and I know where my income goes.
- Yes
- No
2. I have clear rules about how much of my income is put towards investing.
- Yes
- No
3. My personal balance sheet is documented and regularly updated.
- Yes
- No
4. I regularly monitor and optimise my living expenses.
- Yes
- No
5. I am frugal AND I set aside money to allow myself/my family to spend on things/experiences that we highly value.
- Yes
- No
6. I follow a process with my investing, which makes selecting investments straight forward.
- Yes
- No
7. I am quick to change my investment mix if an investment isn’t performing, or if unexpected economic changes occur.
- Yes
- No
8. I only undertake investments that will take me towards my financial goals.
- Yes
- No
9. I actively grow my network to find A-Class opportunities and support my investing.
- Yes
- No
10. My investments are self-sustaining and require little financial / time support from me.
- Yes
- No
11. I have a plan that will make me financially free before retirement.
- Yes
- No
12. I am clearly able to define financial freedom
- Yes
- No
13. I have a clear purpose for wanting to create wealth
- Yes
- No
14. I am confident about having enough money, and have no fear of losing money.
- Yes
- No
15. I feel comfortable spending money on my lifestyle or myself when necessary.
- Yes
- No
16. I dedicate time every month to learn about how to be a better investor.
- Yes
- No
17. I actively seek investors/mentors who are achieving the results I want on a regular basis.
- Yes
- No
18 . I have the knowledge I need to build wealth from scratch if I had to.
- Yes
- No
19. I look for opportunities to acquire education/advice to fast-track my investing results.
- Yes
- No
20. I always understand the pros and cons of every investment I undertake.
- Yes
- No
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