Intake form

Name *

Email address *

What is your primary interest in investing?

Please select at least one option.

Real estate

Stocks and shares

Bonds

Mutual funds

Cryptocurrency

Retirement planning

What is your current level of investment experience?

Are you interested in government-recommended investment opportunities?

What financial goals do you have for 2025?

How do you prefer to receive information about investment opportunities?

Please select at least one option.

Email

Phone

Webinars

In-person meetings

Online articles

Social media

What challenges do you face in your investment journey?

Additional questions or comments

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