Background Exploratory Information

Help us understand where you are and where you want to go.

Background

Name

Occupation

Partner's Name

Partner's Occupation

Questions

1Which are your top few wishes right now?

Select all that apply.

AMore money BMore freedom (money AND time) CHelp more family / community DMore fun / happiness / fulfilment ELeaving a legacy FMore personal growth

2What is your timeline for achieving the things you picked above?

A2–5 years B5–10 years C10–15 years

3Can you allocate 5–10% of your week to personal growth and asset development?

4Have you ever had a mentor before?

5What qualities would a mentor need for you to be able to trust them?

6The 3 main qualities we look for in mentees are:

Hungry — can get things done when it's not convenient.

Humble — seeks feedback.

Appreciative — doesn't take feedback as a personal attack.

Do you feel you have these qualities?

7Is there anything about yourself that you would like to improve?