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How would you rate your current knowledge of investing?
Beginner: I'm new to investing and need basic information.
Intermediate: I have some knowledge but need more guidance.
Advanced: I'm confident in my investment knowledge but looking for advanced strategies.
Professional: I'm confident in my investment knowledge and don't need any help.
Which type of investment are you most interested in learning about?
Equities
Bonds
Mutual Funds
ETFs (Exchange-Traded Funds)
Real Estate
Commodities
Venture Capital
What is your primary financial goal for investing?
Saving for retirement
Building an emergency fund
Saving for a major purchase (e.g., house, car)
Generating passive income
Giving more
Do you currently have any high-interest debt?
Yes
No
If yes, are you focusing on paying it off before investing?
Yes
No
Not Sure
What areas of investing do you find most confusing or challenging? (Select all that apply)
Understanding different investment options
Assessing risk vs. reward
Knowing when to buy or sell investments
Balancing investments with debt repayment
How valuable would you find working with an investment advisor?
Very valuable: I'd pay to engage with an investment advisor
Quite valuable: I'd be happy to read curated educational content provided to me
Not very valuable: I can do it myself

What are your investment needs?

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