Prosperous Consultation Quiz

If you are looking to self-book a consultation with Prosperous, please continue.

Quiz Questions

1.
What area(s) interest you most?
- A.
  Lifestyle financial planning
- B.
  Plan for future retirement
- C.
  Manage present retirement income
- D.
  Advice on redundancy or changing career
- E.
  New investing or savings
- F.
  Plan for funding children’s / grandchildren’s education
- G.
  Advice on existing investments/pensions
- H.
  Insurance protection – life cover, specified illness cover, income protection
- I.
  Getting mortgage-ready - starting steps, mortgage planning etc.
- J.
  Budgetary/Spending advice
2.
What is your household income?
- A.
  €0 - €29,999
- B.
  €30,000 - €79,999
- C.
  €79,999 -€149,000
- D.
  €150,000 - €249,000
- E.
  €250,000 - €499,999
- F.
  €500,000 - €999,999
- G.
  €1,000,000+
3.
Do you have any investable assets? (total amount of money you have, including bank, pension accounts and investments)
- A.
  Yes
- B.
  No
4.
How much are you planning to invest?
- A.
  0 - €19,999
- B.
  €20,000 - €49,999
- C.
  €50,000 - €249,999
- D.
  €250,000 - €499,999
- E.
  €500,000 - €9,999,999
- F.
  €10,000,000+
5.
Are you a business/company owner?
- A.
  Yes
- B.
  No

Quiz Outcomes

1.
Premier Client
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Based on the information you provided you are a Premier Client.Thank you for taking our consultation, please follow the below link to book your 1st appointment.
2.
Private Client
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Based on the information you provided you are a Private Client.Thank you for taking our consultation, please follow the below link to book your 1st appointment.
3.
Choice Client
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Based on the information you provided you are a Choice Client.Thank you for taking our consultation, please follow the below link to book your appointment.