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1/6
What does a "rich life" mean to you?
๐๏ธ
Freedom & flexibility โ work when/where I want
โ๏ธ
Travel & experiences โ explore the world
๐ก๏ธ
Security & peace of mind โ never worry about money
๐จโ๐ฉโ๐งโ๐ฆ
Family & giving โ provide for loved ones & give back
๐
Comfort & luxury โ enjoy the finer things
2/6
How much can you realistically save/invest per month?
๐ฑ
โฌ50 โ โฌ150
๐ฟ
โฌ150 โ โฌ500
๐ณ
โฌ500 โ โฌ1,000
๐๏ธ
โฌ1,000+
3/6
When do you want to achieve your rich life?
โก
Within 5 years
๐ฏ
5 โ 10 years
๐
10 โ 20 years
๐๏ธ
20+ years (retirement)
4/6
Market drops 25% in a month. What do you do?
๐ฑ
Sell everything โ I can't sleep!
๐ฐ
Worried but I'd hold
๐
Stay calm โ it's temporary
๐ค
Buy more โ it's on sale!
5/6
How would you rate your investing knowledge?
๐ฃ
Total beginner โ what's an ETF?
๐
I know the basics
๐
Intermediate โ I've invested before
๐ง
Advanced โ I want to optimise
6/6
How much per month would fund your dream "rich life"?
๐
โฌ2,000/month โ comfortable basics
๐ด
โฌ4,000/month โ nice lifestyle
๐ก
โฌ7,000/month โ very comfortable
๐ฅ๏ธ
โฌ12,000+/month โ luxury living
๐ Your Rich Life Roadmap
๐๏ธ
Your Vision
Your Numbers
FIRE Number (25ร annual)
โ
You'll invest/month
โ
Years to reach goal
โ
Projected portfolio value
โ
Risk Profile
Suggested Allocation
๐ Your Action Plan
๐ Retake Quiz
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