Intermediate Cohort

If the key objective of the Foundation Cohort (FC) is the “What” of creating lasting wealth, the Intermediate Cohort (IC) focuses on the “How” of wealth creation. This explains why no one is able to take the IC until they have completed and have had a good grasp of the FC. If you don’t know what you’re looking for, it is meaningless trying to learn how to find it. The IC is designed to help our clients develop the competencies and the skills of how to build lasting wealth.

The IC is a more sophisticated and elevated level of financial literacy and competencies.  The questions the IC helps our clients address in their journey of creating wealth are not for beginners. The IC utilizes the wealth building insights, language, concepts, knowledge and skills learned in the FC to address more sophisticated wealth creation narratives and challenges which include, but not limited to the following, (which will only make sense to those who have completed the FC):

1. What are the 5 financial IQs the people in the “B” and “I” possess which enable them create wealth that others can not create?
2. How does the current level of my financial networth prove where I am on the spectrum of the 5 financial IQs, which the wealthy use to create wealth?
3. How do I measure and change the narrative of where my current 5 financial IQs place me on the spectrum of wealth creation?
4. How do I increase my wealth and the components of my networth by increasing my 5 financial IQs?
5. Where should my 5 financial IQs be situated to enable me safely and confidently use OPM to accelerate the growth of my wealth?
6. How do I measure my current level of financial independence index using the current level of my 5 financial IQs?
7. What are my opportunities to use my 5 financial IQs to position me for a more secure level of financial independence which is recession and depression proof?
8. What does it mean to have a “core wealth portfolio” for financial independence?
9. How do I develop my “core wealth portfolio” to make me become financially independent of any employer, government, JV partner or any pension scheme in the world?
10. What are the 3 major fundamental financial risks that could threaten my future financial independence and how to I mitigate them to secure the future of my wealth?
11. How do I create or accelerate my wealth using the 4 asset classes that create wealth by leveraging my 5 financial IQs?
12. What are the 3 fundamental knowledge gaps I must close about taxes and corporate entity structures to enable me build wealth anywhere in the world?
13. How do I build tax free wealth?
14. What are the major financial, tax and corporate entity structure concepts I must understand to make tax free wealth a reality for me?
15. How do I leverage the 3-tier corporate and tax structure strategies to position me for long term tax free wealth?