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Global Wealth Club Initial Assessment Meeting

1. List Your Income from Business(es) / Employment(s) and How They Are Structured – (please include your income and net profit at present for each specific source)*

2. List Your Current Structures – (e.g. Companies, Trusts, Foundations, SMSF)*

3. List Your Current Investments and How They Are Structured – (please include value of these investments and whether they generate income, if so how much?)*

4. List Any Types of Investments You’d Like to Get Into – (e.g. property, precious metals, cryptos, stock, private equity, etc.)*

5. Do you have any tax debts you’re struggling to pay? If yes, list out the tax debts, whether it’s yours or belongs to a company and what kind of tax it is – (e.g. income tax, GST, PAYG, etc.)*

6. List Your Top 3 Financial Goals – (e.g. resolving tax debts, generating another source of income, increasing business sales, getting structured properly, etc.)*

7. List Your Top 3 Others Goals – (e.g. spiritual, philanthropic, health, etc.) – write N/A if this doesn’t apply*

8. Any Other Information You Consider Relevant – write N/A if this doesn’t apply*

One-on-One Meeting.

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Global Wealth Club Initial Assessment Meeting

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