CLIENT ASSESSMENT – PROSPERIIUM

THE PROSPERIITY JOURNAL

PROSPERIIUM

CLIENT ASSESSMENT

At Prosperiium, we believe real success goes beyond wealth, it is about owning your story, building unshakable confidence, and creating a future with purpose. We are here to support your journey toward financial strength and personal empowerment.

PERSONAL INFORMATION

First Name *

Last Name *

First Name

Last Name

Email *

Contact Number *

Email

Contact Number

Occupation/Industry

Occupation/Industry

SERVICE INTEREST

Which Prosperiium service(s) are you interested in? (Select all that apply) *

Financial Coaching
Investing and Wealth Strategy
Public Speaking and Leadership Development
The Prosperiium Method (Holistic Growth and Success Framework) - incorporates all of the above

If you selected multiple services, which is your primary focus? *

FINANCIAL COACHING ASSESSMENT

1. What are your biggest financial challenges? (Select all that apply) *

3. Have you worked with a Financial Coach before? *

Yes
No

I am comfortable with paying a fee for regular financial coaching *

Yes
No

The first session is complimentary. The fee for regular coaching sessions is dependent on your requirements and circumstances

INVESTING AND WEALTH STRATEGY ASSESSMENT

1. What is your current level of investing experience? *

Beginner (No experience)
Intermediate (Some investments, but want to grow)
Advanced (Experienced investor looking for strategic opportunities)
Not Applicable

3. What is your investment timeline? *

Short-Term (1 - 3 years)
Medium-Term (3 - 7 years)
Long-Term (7+ years)
Not Applicable

4. What is your risk tolerance? *

Conservative (Low risk, slow but steady growth)
Moderate (Balanced risk and returns)
Aggressive (Higher risk, higher reward potential)
Not Applicable

5. Can you afford to put aside 500 per month for regular savings? *

Yes
No
Not Applicable

6. What is your investment range for new opportunities? *

7. Existing portfolio amount

PUBLIC SPEAKING AND LEADERSHIP DEVELOPMENT ASSESSMENT

1. What is your primary goal in public speaking & leadership development? (Select all that apply) *

2. How often do you engage in public speaking or leadership presentations?

3. What challenges do you face in public speaking & leadership? *

4. Have you undergone public speaking or leadership coaching before? *

Yes
No

ADDITIONAL INFORMATION

What specific outcome would make working with PROSPERIIUM a success for you? *

How committed are you to making changes to achieve your goals? (1 = Not committed, 10 = Fully committed) *

Do you have any questions or additional information to share? *

Marketing Consent

I would like to receive updates and insights about new investment opportunities and market trends.

Privacy Policy *

I allow this website to collect and store the submitted data in line with the Privacy Policy.

Consent Agreement *

I consent to being contacted by Prosperiium regarding financial coaching, investment strategy, or public speaking/leadership coaching.

Your privacy and confidentiality are of utmost importance. All information you provide in this assessment form and throughout our relationship will be treated with strict confidentiality and used solely for the purpose of providing our tailored services.

PROSPERIIUM does not share, sell, or disclose your personal or financial information to any third parties without your explicit consent, except as required by law. Any data collected is securely stored and protected against unauthorised access.

If you have any questions or concerns about how your information is handled, please feel free to reach out for clarification. Your trust is a priority, and we are committed to maintaining the highest standards of professionalism and care.

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Next Steps

After submitting this form, we will review your responses and reach out to schedule a consultation. We look forward to helping you elevate your financial success, investment strategy, and leadership potential.

Contact Details

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