Анкета

1. Which continent are you from?

North America

South America

Australia

Asia

Europe

Africa

2. Your age?

3. Do you currently invest?

No, I don’t invest and don’t plan to anytime soon

No, but I’d like to start investing

Yes, I’m just getting started (investing for less than 6 months)

Yes, I’ve been investing for more than 6 month

Yes, I’m an experienced investor (doing this for several years)

I used to invest, but stopped due to losing money and/or lack of time

Your own version

4. Why did you get interested in investing?

5. In a few words, what made you start thinking about it? (For example: something that happened in your life, a worry you have, or what’s going on in the economy.)

6. What’s your main goal with investing? It could be a specific goal, something you want, or just a feeling you’re looking for.

7. What kept you from starting to invest earlier?

8. Which types of investments are most attractive to you right now? (You can choose more than one)

9. How much would you like to have to feel financial freedom?

10. Why do you think you haven’t been able to reach your financial goal yet?

11. What is your current annual income?

12. What’s your biggest life dream — the one you think about all the time?

13. What’s the most frustrating thing for you about your current financial situation?

14. Please describe a moment when you felt especially strongly that you need to change your approach to money and investing. What challenges do you face with investing?

15. What worries or scares you the most when you think about investing? (For example: not enough money to start, lack of knowledge, fear of losing money, too many options, no time to research, etc.)

Your phone number (the one linked to WhatsApp)

Your email address?

Can we set up a quick 15–20 minute call with you to ask a few more questions?

Yes

No

Your own version