THe roadmap experience

Before we talk, a few questions.

A WealthSpan Roadmap conversation is built for a particular set of circumstances. These questions help Daniel understand yours, so the time you spend together is the right time, well spent.

Qn 1 of 7: What’s up, why now?

What’s bothering or nagging at you, and what prompted you to reach out now? What’s success look like? *

Qn 2 of 7: What worked, what didn’t?

Have you tried to solve this problem previously? What worked, what didn’t? *

Qn 3 of 7: Experience with advisers

Most people we work with have been around the block. If you've worked with someone before and it didn't go the way you hoped, what happened? *

Qn 4 of 7: DIYer or Delegator

When it comes to managing and administering all one’s financial affairs, some people lean towards delegation, some people prefer to do everything themselves, and some others end up managing things themselves but that wasn’t the original plan – they just couldn’t find someone trustworthy and transparent. What best describes your experience? *

Die-hard DIYer

Reluctant DIYer

Strong Delegator

Not sure

Qn 5 of 7: Rate your financial house

When your financial house is in order you have a much higher probability of achieving your goals on purpose, rather than by chance. This means aligning multiple dimensions of complexity, including tax, wealth, cashflow, legal, and risk. On a scale of 1 to ten, how organised would you say your finances are right now – 1 being absolute chaos and 10 being the standard everyone should aspire to? *

Qn 6 of 7: What you have built so far

What would you estimate your current net worth, including any business value, but excluding the value of your home and holiday home (if you have one)? *

< $2.5m

$2.5m < $5m

$5m < $10m

> $10m

Qn 7 of 7: Business owners & self employed

If you are self employed or a business owner, estimate your gross annual turnover (otherwise skip to next question)? *

< $500k

$500k < $1m

$1m < $5m

> $5m

First Name

Phone

Email *

Preferred format for the conversation

phone

In person

Zoom

Anything you'd like Daniel to know before you talk

"The WealthSpan Wake-Up Call is essential reading before we talk. Have you read it?

Yes

Not yet

Bonus Video

Look – We know how tough it can be for busy people to actually set aside the time and energy to think about this stuff, much less do what it takes to follow through on a conversation like this.

So that’s why there’s a very special bonus coming your way, as our way of congratulating you for making your future a priority. After your Roadmap Experience you’re going to receive a very special video workshop called ‘How to make your Must-Haves Magnetic’. Here’s what it’s about …

We all have dreams or fantasies. Sometimes we do a little work on them and turn them into goals.

But have you honed them so they’re not negotiable? Are they ‘baked’ into your future as ‘Must-Haves’, that you NEED, like you need the next breath of air in your lungs?

This workshop shows you what you need to do to pull those Must-Haves into your life, just like a magnet.

This little gem is an ‘over the shoulder’ that I filmed a little while back of a live session I held with Andrew and Melissa (a couple in their late 50s from Western Australia). You’ll see how this delightful couple was able to ‘crystallize’ their vision into non-negotiables, what we call ‘Must-Haves’ … in such a way that they’re literally pulled towards you, just like a magnet.

I loved that session, and so did they, and so will you! Reserve your free Roadmap Experience today.