First Name

Last Name

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1️⃣ How would you describe your investing goals right now?

I want my savings to grow faster than a traditional savings account.

I want passive income, and I don’t want the job of being a landlord.

I want both — steady income and long-term growth.

2️⃣ What’s your biggest frustration with traditional investing?

Stock market volatility and lack of clarity in the fees I’m paying.

Not knowing where my money is actually going.

Feeling like my cash is sitting idle, not working hard enough.

3️⃣ How much time do you want to spend managing your investments?

As little as possible — I’m busy.

I want to be hands-on but not overwhelmed.

I like to review updates and reports, not swing hammers.

4️⃣ When you think about risk, what matters most to you?

Knowing my investment is secured by a real asset.

Working with trusted, transparent professionals.

Having clear documentation and exit strategies.

5️⃣ Which of these sounds most appealing to you?

Earning 10–12% annual returns.

Seeing your money support real projects in your community.

Diversifying without the headache of owning property.

6️⃣ Have you ever considered earning like a bank instead of paying one?

Never thought of it that way.

I’ve wondered how that works.

Yes — I’d love to understand how to do it safely.

7️⃣ What would you like to learn next?

How to get started with private lending safely.

What types of projects typically qualify.

How returns are paid and what the process looks like.

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