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Are you an expat or digital nomad, struggling to find the right investments locally?
Yes
No
Are you willing to trust a company or advisor with your investment decisions?
Yes
No
Do you have any experience in investing?
Yes
No
Do you have a long-term investment plan?
Yes
No
Do you currently have some underperforming investments you want us to optimize?
Yes
No
What do you consider a good, but still realistic, investment return?
4% per year
6-8% per year
8%-10% per year
10%-12% per year
Over 12% per year
Which of the below best describes what you want to achieve by investing money?
Wealth accumulation
Retirement planning
Passing down assets to my family
Gaining a regular income from money I invest
Your Answer
Which of the below best describes what you want to achieve by investing money?
Wealth accumulation
Retirement planning
Passing down assets to my family
Gaining a regular income from money I invest
Your Answer
*Select one or more options
What is your age range?
18-24
25-30
31-40
41-50
51-60
61-70
70+
How much do you want to invest in USD terms?
Over 10 million $
Over 1 million $
Above 200 000 $
Above 50 000 $ or over 500 $ /month
Bellow all these figures
What types of investments do you want?
Fixed return investments
Stocks & shares
Bonds
Long-term (10 years +) monthly investments
Property Investments
Mutual Funds
EFTs & funds
I am not sure, I trust your expert opinion
*Select one or more options
Can you tell me more about your situation and what you want to achieve?
Thank You For Completing Our Quiz!
Identifying your investment goals will help make you a tailored investment plan, that works for you!
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Phone Number
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jameswright.investment@gmail.com
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© 2025 James Wright
© 2025 James Wright
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