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Level 1 Getting Started
Hi there! Confirm your details
Your name and email are taken from your member account. Advice will be sent to this email.
Level 1 About You
How old are you?
Age determines asset allocation strategy and the remaining time horizon to accumulate wealth.
Level 1 About You
Marital status?
Affects insurance planning, living costs, and home-buying goals.
Level 1 Family
How many children do you have?
The number of children directly affects education costs and long-term planning.
Level 1 Where You Live
Where do you currently live?
Property prices and living costs vary hugely between regions.
Level 1 Housing
What's your housing situation?
The largest asset most people will ever own.
Level 1 Finances
Total monthly income?
All sources: salary, business, rental, dividends...
Level 1 Income Structure
What % comes from your salary / main income?
The rest could be: rental income, dividends, online business, savings interest...
Level 1 Passive Income
What passive income sources do you have?
Select even very small sources.
☑️ Multiple answers allowed
🏠 Renting out a home/room🚗 Renting out a car📈 Stock dividends🏦 Savings interest💻 Online business/freelance🔗 Affiliate/commission❌ None yet
Level 1 Finances
Total financial assets you currently have?
Cash + savings + investments. Excludes your primary home and car.
Level 1 Debt & Obligations
Current debt situation?
Debt is the biggest "hidden risk" in any financial plan.
Level 1 Foundation
Do you have an emergency fund yet?
Emergency fund = 3–6 months of expenses, in cash. Your first layer of protection.
Level 1 Insurance
What types of insurance do you currently have?
Insurance is your "armor" against financial shocks.
☑️ Multiple answers allowed
🏥 Health insurance🛡️ Life insurance📋 Mandatory social/health insurance🚗 Vehicle insurance❌ None yet
Level 1 Investing
Have you invested in stocks yet?
Stocks are the most effective long-term wealth-growth tool in Vietnam.
☑️ Multiple answers allowed
Level 1 Goals
What are your financial goals?
The more you select, the more personalized your plan will be.
☑️ Multiple answers allowed
🛡️ Emergency fund🏠 Buy a home🌅 Early retirement📈 Grow investments👶 Children's education fund🚀 Start a business💰 Passive income✈️ Financial freedom
Level 1 Habits
What % of your income do you save each month?
Your savings rate matters more than your income level.
Level 1 Career
What field do you work in?
Income prospects and career stability heavily influence long-term financial strategy.
Specific field (optional):
Level 1 Real Cash Flow
How much do you spend each month?
Basic costs: housing, food, transport, utilities, phone — excludes savings and investments.
Level 1 Money Psychology
How would you describe your spending habits?
Actual behavior matters more than intent — this is key to building a truly achievable plan.
Level 1 Family Obligations
Are you financially supporting anyone?
Financial obligations to family are often overlooked in planning but have a big impact on cash flow.
☑️ Select all that apply
👴 Supporting parents
👨👧 Supporting siblings
🎓 Children's tuition
👶 Childcare costs
🏥 Family medical costs
✅ No obligations
Other (please specify):
Level 1 Risk Tolerance
The market drops 25% — what do you do?
The most important question for determining your asset allocation strategy.