Your Name: Occupations: Age: What’s your desired outcome? (goal, vision, objective, etc.) _________________________________________________ Where are you now in relation to that? _________________________________________________ _________________________________________________ What is a 90 day goal – that if you achieved it you would be happy? _________________________________________________ What would you like to get out of today? _________________________________________________ 1 Client Questionnaire UNLOCK YOUR RICHES PRESENTS

2 Money & You UNLOCK YOUR RICHES PRESENTS You see a beggar in the street. Would you: a)Give him/her everything in your pocket? b)Give him/her some change? c)Say you have no change d)Other (please specify) QUESTION 1 Your friends ask if you want to go on holiday with them, but you don’t have enough money. Would you: a)Ask to borrow money from your friends? b)Try to earn some extra money? c)Tell your friends you can’t afford it? d)Other (please specify) QUESTION 2 Let’s say you receive a cheque for $1000 more than you were expecting for the month. Would you: a)Spend it immediately? b)Spend some and invest the rest c)Invest it all? d)Other (please specify) QUESTION 3 You’ve just bought a new bicycle and you don’t need your old one. Would you a)Offer it to someone you know needs one? b)Try sell it for a reasonable price? c)Try sell it for more than you paid for it? d)Other (please specify) QUESTION 4 There is an appeal from a charity that you know and trust for money to help people in a disaster. Would you: a)Donate some money immediately? b)Check how much you have in your bank account? c)Donate nothing? d)Other (please specify) QUESTION 5 Someone that you contract (a house cleaner, gardener, etc.) asks for a rate increase. Would you: a)Offer him/her what he/she asks for? b)Negotiate their new rate? c)Say you cannot afford it? d)Other (please specify) QUESTION 6 You are already in the “red” and your teenage son or daughter asks you to buy them a new computer (and they need it). Would you: a)Buy it with your credit card? b)Tell him/her the truth about your money situation c)Tell him/her to get a job and pay for it themselves d)Other (please specify) QUESTION 7 Do you manage your money just like or the opposite of: a)Your Mother i.Just like ii.Opposite iii.Other (please specify) b)Your Father i.Just like ii.Opposite iii.Other (please specify) QUESTION 8

How do you know when you have enough money? _________________________________________________ How do you know when you have too little money? _________________________________________________ What do you know about your self to be true when you have a lot of money? _________________________________________________ What do you know about yourself to be true when you have little money? _________________________________________________ 3 Money & You UNLOCK YOUR RICHES PRESENTS QUESTION 10 QUESTION 9 QUESTION 11 QUESTION 12

a)What was your earliest memory of money? b)How were your parents with their money? (give specific memories) c)What do you remember about how your parents saved and spent? d)What is one thing you would like in your future that you do not think is attainable? e)What do you say to yourself when you buy something you know you don’t need/can’t afford? f)List one thing (material or lifestyle) you [think] you cannot live without g)How much money is left over at the end of the month.. and how do you know? h)How would your friends describe your money habits? i)Why do you think saving AND/OR growing your money has been difficult up to now? j)What knowledge, insight or tools(s) do you think you need to be wealthy (that you presently don’t have) In what areas of your life do you experience the most stress? What specifically creates that stress? _________________________________________________ _________________________________________________ _________________________________________________ How do you get yourself out of stress? What are the vehicles or what do you use to make yourself feel better? _________________________________________________ _________________________________________________ 4 Your Money DNA UNLOCK YOUR RICHES PRESENTS

What behaviours or emotions do you live in consistently that don’t serve you and you would like to change? _________________________________________________ _________________________________________________ _________________________________________________ What do you believe triggers these emotions or behaviours? People, situations, experiences etc.. _________________________________________________ What are some of the things you love to do that make you feel amazing? _________________________________________________ 5 Your Money DNA UNLOCK YOUR RICHES PRESENTS

What makes you laugh and smile whilst allowing you to shine? _________________________________________________ _________________________________________________ _________________________________________________ Make a list of unresourceful/negative Emotions you experience regularly: _________________________________________________ _________________________________________________ What are you grateful for or show gratitude for in your life? _________________________________________________ 6 Your Money DNA UNLOCK YOUR RICHES PRESENTS

What do you believe is your mission or purpose in life? This can be a picture – explain it how you see it. _________________________________________________ _________________________________________________ _________________________________________________ What is the number one thing you need, in order to get to where you want? _________________________________________________ _________________________________________________ What is amazing about your life today? What are you most proud of? _________________________________________________ _________________________________________________ 7 Your Money DNA UNLOCK YOUR RICHES PRESENTS

What is missing in your life right now? _________________________________________________ _________________________________________________ _________________________________________________ What do you believe about life? (example – life is hard, life is great, life is complex, life is a struggle, life is just an easy dream) _________________________________________________ _________________________________________________ Who do you believe you are? Who are you? What do you stand for? _________________________________________________ _________________________________________________ What is it that you feel you need to improve in your Life? (What will make the biggest difference?) _________________________________________________ 8 Your Money DNA UNLOCK YOUR RICHES PRESENTS

What has formed and shaped your Financial Results till now? _________________________________________________ _________________________________________________ _________________________________________________ Please tell me about the events that have shaped your life? Have made you who you are...What did you learn from them? _________________________________________________ _________________________________________________ Event 1: _________________________________________________ _________________________________________________ What did I learn from this event: __________________________________________________________________________________________________ _________________________________________________ 9 Your Finances Until Now UNLOCK YOUR RICHES PRESENTS

Event 2: _________________________________________________ _________________________________________________ What did I learn from this event: __________________________________________________________________________________________________ _________________________________________________ Event 3: _________________________________________________ _________________________________________________ What did I learn from this event: __________________________________________________________________________________________________ _________________________________________________ 10 Your Finances Until Now UNLOCK YOUR RICHES PRESENTS

What is your outcome for working with Chris Duncan and his coaching methods? _________________________________________________ _________________________________________________ What are your goals or outcomes? (Life, Wealth, Personal Development etc etc) __________________________________________________________________________________________________ _________________________________________________ What is the specific Result you are expecting from the weekend? _________________________________________________ _________________________________________________ How will you know you got this result? How will you feel then? __________________________________________________________________________________________________ Anything Else Important for Chris to know?_________________________________________________ _________________________________________________ 11 Your Outcomes UNLOCK YOUR RICHES PRESENTS