Mentorship Application

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Step 1 of 9

Let's start with your names?

First Name

Last Name

Add you partner

First Name

Last Name

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Step 2 of 9

How did you first come across us?

Podcast

YT channel

Friend referred me

Other

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Step 3 of 9

How long have you been together?

Less than a year

1-3 yrs

3-5 yrs

5-7 yrs

More than 7 yrs

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Step 4 of 9

How long has money been a priority for you?

It hasn’t, but we want this to change

Not long, but we don’t really know what we’re doing

We’ve gotten into it in the last year. Feel like we know the basics

We’re obsessed with personal finance and investing, been educating ourselves for years.

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Step 5 of 9

Which of the following best describes where you’re at financially?

We’re in debt and struggling to get out from under it

Living pay check to pay check

Getting by but not really getting ahead.

We save for things we want, and have a decent cash cushion but yet to really put our money to work

We have plenty of cash and investments, but always looking to optimise things.

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Step 6 of 9

No matter your experience level, managing money in a relationship comes with it’s challenges.
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Which of the following resonates with you most?

We have different ideas about money (psychology)

We’re unorganised with our money (principles)

We feel like we could be doing more

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Step 7 of 9

What do you see as the biggest obstacle in funding the life you want?

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Step 8 of 9

What is your email?

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Step 9 of 9

Lastly, what is your mobile number?

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Application complete! Expect contact from us very soon 🤙

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