Wow, the response to our client survey was awesome!!!  We are extremely grateful for people who participated. This enables us to use the data to develop courses and services that address the challenges you have been experiencing.  This first post is designed to give you an idea of:

• the top 3 challenges people have experienced that prevent them achieving their goals
• the top asset protection techniques and methods people are using
• the top 3  wealth mentoring program components
• the preferred methods of delivering such a program

The Top 3 Challenges Preventing You Achieving Your Goals:

• 35% felt that access to equity, borrowing and money were challenges to achieving their goals
• 25% put a lack of knowledge and knowing how to begin as preventing them from getting started
• 24% identified their mindset, limiting beliefs and fears were preventing them from having a dynamic life
• 17% listed amongst other things; a lack of time and confidence in their own ability

The Top Asset Protection Techniques

• 82%  of participants are using the best method–asset protection and with company and trust structures
• 12-20% were using Debt  Coverage as an asset protection strategy
• There was also a blend of  the use of Wills, Life Insurance and Estate Planning; all very much required in asset protection and succession planning.

The Top Wealth Mentoring Program Components

• 82% would like a customised wealth plan for their goals
• 58% would like ongoing feedback/support of your progress through the program
• 32% would like to learn more about how to invest through a SMSF

The  Preferred  Methods of Delivery

• 75% were interested in One-on-One wealth consulting
• 57% would like a combination of teleseminars, audios, group coaching and written content
• 42% would attend Face-to-Face Events
• 30% appreciated DVDs/audios

Some other areas of interest identified were people considering direct property, investing in USA property,  shares and business.

In subsequent posts we’ll be delving into each area in more detail so stay tuned!