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Prosperity Capital Principles
This short diagnostic is designed to help you reflect on where you are today and how you feel about your current investment position. There are no right or wrong answers — just your perspective. The goal is clarity, not commitment.
Contact Details
Full Name
*
Email
*
Phone
*
City
*
Your Investment Journey
How well positioned do you feel to grow your wealth over the next 1–3 years?
*
How well positioned do you feel to grow your wealth over the next 1–3 years?
A
Not positioned at all
B
Somewhat positioned
C
Well positioned
D
Strongly positioned
How effectively do you feel you're using your current equity and financial resources?
*
How effectively do you feel you're using your current equity and financial resources?
A
Not effectively
B
Somewhat effectively
C
Effectively
D
Very effectively
How optimised is your current lending and financial structure for building wealth?
(loans, offsets, repayments, leverage profile, tax effectiveness)
*
How optimised is your current lending and financial structure for building wealth? (loans, offsets, repayments, leverage profile, tax effectiveness)
A
Not optimised
B
Somewhat optimised
C
Well optimised
D
Highly optimised
How prepared would you feel if a strong investment opportunity came up tomorrow?
*
How prepared would you feel if a strong investment opportunity came up tomorrow?
A
Not prepared
B
Somewhat prepared
C
Prepared
D
Very prepared
How much clarity do you have on the next steps in your investment journey?
*
How much clarity do you have on the next steps in your investment journey?
A
No clarity
B
Some clarity
C
Clear
D
Very clear
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