We take this seriously

Our "Legacy Coach Interview" process is designed to take your commitment seriously.

Most Importantly, we keep it simple, but we do need our members to utilise the free Google software needed to make this process work efficiently.

Important Step for the Legacy Coach

Give the member, you are interviewing, access to this page (at least a day or two before the interview) by amending and sharing this calendar event (Remember to amend the dates and add the member as a guest).

Preparation required for Your "Legacy Coach Interview"

Get or use your Google account

Either use your existing Gmail account or get a Gmail account and remember to add the app to your mobile device.

Get everything here

Learn to use your Gmail account

If you are new to Gmail, here is a place you can learn all about how to use it effectively.

Learn about Gmail

Activate your Google Calendar

Get the Google calendar on you desktop/laptop PC and add the app to your mobile device.

Activate Your Calendar

Learn to use your Google Calendar

If you are new to Google Calendar, here is a place you can learn all about how to use it effectively.

Learn about Google Calendar

Learn about sharing Calendar's

The ability to easily share Google Calendar's is one of the reasons we use it.

Learn about Calendar sharing

Add GIG Events to your Calendar

The GIG Main Events calendar is available to you and you can add individual events to your calendar by clicking on them and selecting "copy to my calendar".

Add GIG Main Events

Use Google Keep

Add Google Keep on you desktop/laptop PC and add the app to your mobile device.
We will use it at the end of the interview to detail and track your 12 month action plan.

Get Google Keep

Learn about Google Keep

Sharing your plans with your Wealth Coach allows them to keep you focused.
Find out how to add a collaborator to your 12 month action plan.

Learn Google Keep

Start This Now!

Complete it, with the help of your Legacy Coach, during the interview.

12 Month Action Plan (start this now)

Creating your 12 month action plan is the purpose of the Wealth Coach Interview.

It is essential that you complete it and share it with your Legacy Coach. During your preparation for the Legacy Coach Interview you would have added a calendar event to ensure this occurs monthly.

When setting up the list include the most important goals for you and your family in the areas of health, wealth, career/business, social responsibility, spiritual life, family and relationships, rest/relaxation/exercise/sport and intellectual growth.

With these goals in mind, create action steps to achieve them and put these action steps on your 12 month action plan.

Your Legacy Coach will help you with your action steps during the course of the Interview Questionnaire and show you how to include your wealth seeds and CFI savings goals.

To record your plan, similar to the diagram, please do the following -

  1. Go to Google Keep.
  2. Create your action plan (clearly stating your name on the plan and having at least one item per month).
  3. Set up a monthly recurring reminder on the note.
  4. Share the note with your Legacy Coach (there is a collaboration icon at the bottom of the note).

Congratulations on Your Motivation.

You have completed the preparation for the "Legacy Coach Interview". Being focused will make your plans happen.

Please ensure that you have your Google Calendar (created above) open on a browser before you select any of the items below.

You may wish to add these items to your diary.

Staying motivated is aided by getting involved. we have created some calendar events that you can grab and amend to suit your timetable.

  1. Visit GIG online training
  2. Regular chat with GIG Legacy Coach
  3. Visit the GIG Events page
  4. Update my 12 month action plan
  5. Introduce a friend or associate to GIG
  6. Revisit the "Legacy Coach Interview"
  7. Use Slack to communicate with Your Team

The Legacy Coach Interview

Please do this with your Wealth Coach

The 4 S's

The stages from Struggle to Stability to Success and to Significance and the phases that move you from one stage to the next.

We have created a questionnaire, that addresses each of the phases, to help you think through the items that will help you move through the stages.

Please go to, and complete, the questionnaire by clicking on the link below -

The Legacy Coach Interview Questionnaire

Family Structure and Goal Setting

Using the family structure diagram as a guide list, on a piece of paper -

  1. All of your family members and their current ages.
  2. Next to their current age, calculate and list their ages in 7 years time.
  3. Next to this, calculate and list their ages in 21 years from now.

Write down all of -

  1. The key moments that will occur in each family members life 7 years from now.
  2. The key moments that will occur in each family members life 21 years from now.

Memory joggers - accommodation, transport, career, business(es), education, getting out of debt, frail care, etc.

 

Wealth Seeds

We can assist with the following items that will help you create Wealth Seeds -

Financial Products - get a new quote

  • Life Cover
  • Medical Aid and/or Medical Insurance
  • Short Term Insurance

Household Consumables - save 30% to 50% per month

High quality, popular products easily available or delivered to your door. Speak to us.

Your GIG Club

If there is a GIG Club local to you, then it is essential that you attend as often as you can. Otherwise organise with your wealth coach that you attend online GIG Club meetings.

The journey you have started is going to test you and you are going to need the company of fellow travellers to help you stay motivated.

Your GIG Club will help with the following -

  • Follow-up on action plans.
  • Training and input on your Generational Journey.
  • Forthcoming events.
  • Networking.
  • Involvement (if you choose) in small business ventures.

GIG CFI Products

The GIG Co-Operative Financial Institution has some unique products that developed around the power of community and the needs of our members.

These include -

  • Interest Free Loans
  • Peer-to-Peer Transactions
  • Group Loans

Find out more

Return to Your
12 Month Action Plan

Creating your 12 month action plan is the purpose of the Legacy Coach Interview.

It is essential that you complete it and share it with your Legacy Coach.

Your Legacy Coach will have helped you with your action steps during the course of the Interview Questionnaire.

To update your plan, similar to the diagram, please do the following -

  1. Go to Google Keep.
  2. Update your action plan (clearly stating your name on the plan and having at least one item per month).
  3. Set up a monthly recurring reminder on the note.
  4. Share the note with your Legacy Coach (there is a collaboration icon at the bottom of the note).

The Final Step

Reporting the Interview

We want to ensure that every member is given the opportunity to grow in their GIG Journey. Recording this interview will enable us to check that you have been exposed to the ways in which GIG Institute can help.

GIG Institute is committed to protecting and respecting your privacy, and we’ll only use your personal information to administer your account and to provide the products and services you requested from us. From time to time, we would like to contact you about our products and services, as well as other content that may be of interest to you.

In order to provide you the content, we need to store and process your personal data.

Legacy Coach conducting the interview to complete this form.

Congratulations on taking the first step towards Your Family Legacy

Enjoy Your Journey

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