Behavioural Assessment for Business Owners

Wealth Traits Report — Team Version

Managing a team often feels harder than building the business itself.

Most owners don't struggle because they lack leadership or care. They struggle because people are rarely in the right seats.

 
Confidential Assessment

YOUR 2-3

INSTINCTIVE
WEALTH TALENTS

 

Where Your Money Actually Comes From

 

Perry Mardon

Wealth Pattern Specialist

 

Why This Exists

When Roles Don't Match How Someone Naturally Works

Team challenges

When roles don't match how someone naturally thinks and works, everything becomes heavier. Decisions take longer. Conflicts multiply. The owner gets pulled back into day-to-day management, even when the business should be past that stage.

Most owners recognise the feeling immediately. Managing staff can feel like herding cats. You spend your time resolving friction, stepping into gaps, and compensating for roles that never quite fit.

Hiring doesn't solve the problem as often as it should. On paper, candidates look perfect. In reality, they struggle to perform, clash with the team, or quietly disengage.

Over time, this creates a familiar cycle. The owner works weekends because "no one else can do it properly." The work they once loved gets buried under operational burden.

The Solution

What the Team Version Clarifies

The Wealth Traits Report — Team Version was created to bring clarity to this problem. It is a behavioural assessment designed to map each team member's natural traits to the type of role where they are most likely to operate with ease, confidence, and consistency.

Rather than relying on résumés, references, or gut feel alone, it provides a structured way to understand how people are wired and where they are most likely to contribute effectively.

For each team member, it highlights the environments, responsibilities, and decision styles that suit them best.

Team Report Sample

This is not about labelling people as good or bad performers. In many cases, the issue is placement, not capability.

For Owners and Managers

Removing the Guesswork

Team alignment

For owners and managers, this removes much of the guesswork from hiring, role design, and restructuring. Decisions become calmer and more grounded. Conversations with staff become clearer and less emotional.

Often, so-called "problem employees" are simply miscast. When moved into roles that match their wiring, performance and morale can change dramatically.

The Impact on the Business, the Team, and the Owner

When people are placed in roles that suit how they naturally operate, friction reduces. Teams communicate more cleanly. Conflict becomes easier to manage or disappears altogether.

For the owner, this often marks a turning point. Time spent firefighting decreases. Trust in the team increases. The business becomes less dependent on constant oversight.

Many owners rediscover the part of the business they started it for. Whether that's strategy, creativity, client work, or craft.

Business success

What Owners Experience

How Clients Commonly Describe the Shift

Client experience

Owners often describe relief more than excitement. The relief of understanding why someone struggled. The relief of finally having a manager who handles people naturally.

The relief of weekends returning, health improving, and family time no longer being sacrificed to hold everything together. These changes are the result of clearer alignment and better-informed decisions.

Practical Details

Pricing (AUD)

The Team Version is available per staff member, allowing owners to assess small teams or scale across larger ones as needed.

 
Confidential Assessment

YOUR 2-3

INSTINCTIVE
WEALTH TALENTS

 

Where Your Money Actually Comes From

 

Perry Mardon

Wealth Pattern Specialist

 

Starter

$79

1 Report

Get Started

Most Popular

$199

3 Reports

Get Started

Best Value

$299

5 Reports

Get Started

This flexibility allows the tool to be used for new hires, restructuring, or gradual improvement rather than forced change.

The Core Idea

Most Team Problems Are Not People Problems. They Are Placement Problems.

The Wealth Traits Report — Team Version exists to help owners stop guessing, stop compensating, and start building teams that function without constant intervention. It provides clarity, not promises. Insight, not hype.

For owners who are ready to step out of the centre of everything, this is often where that process begins.

Behavioural Assessment for Business Owners

Wealth Traits Report — Team Version

 
Confidential Assessment

YOUR 2-3

INSTINCTIVE
WEALTH TALENTS

 

Where Your Money Actually Comes From

 

Perry Mardon

Wealth Pattern Specialist

Managing a team often feels harder than building the business itself.

Most owners don't struggle because they lack leadership or care. They struggle because people are rarely in the right seats.

Why This Exists

When Roles Don't Match How Someone Naturally Works

Team challenges

When roles don't match how someone naturally thinks and works, everything becomes heavier. Decisions take longer. Conflicts multiply. The owner gets pulled back into day-to-day management, even when the business should be past that stage.

Most owners recognise the feeling immediately. Managing staff can feel like herding cats. You spend your time resolving friction, stepping into gaps, and compensating for roles that never quite fit.

Hiring doesn't solve the problem as often as it should. On paper, candidates look perfect. In reality, they struggle to perform, clash with the team, or quietly disengage.

Over time, this creates a familiar cycle. The owner works weekends because "no one else can do it properly." The work they once loved gets buried under operational burden.

The Solution

What the Team Version Clarifies

Team Report Sample

The Wealth Traits Report — Team Version was created to bring clarity to this problem. It is a behavioural assessment designed to map each team member's natural traits to the type of role where they are most likely to operate with ease, confidence, and consistency.

Rather than relying on résumés, references, or gut feel alone, it provides a structured way to understand how people are wired and where they are most likely to contribute effectively.

For each team member, it highlights the environments, responsibilities, and decision styles that suit them best.

This is not about labelling people as good or bad performers. In many cases, the issue is placement, not capability.

For Owners and Managers

Removing the Guesswork

Team alignment

For owners and managers, this removes much of the guesswork from hiring, role design, and restructuring. Decisions become calmer and more grounded. Conversations with staff become clearer and less emotional.

Often, so-called "problem employees" are simply miscast. When moved into roles that match their wiring, performance and morale can change dramatically.

The Impact on the Business, the Team, and the Owner

Business success

When people are placed in roles that suit how they naturally operate, friction reduces. Teams communicate more cleanly. Conflict becomes easier to manage or disappears altogether.

For the owner, this often marks a turning point. Time spent firefighting decreases. Trust in the team increases. The business becomes less dependent on constant oversight.

Many owners rediscover the part of the business they started it for. Whether that's strategy, creativity, client work, or craft.

What Owners Experience

How Clients Commonly Describe the Shift

Client experience

Owners often describe relief more than excitement. The relief of understanding why someone struggled. The relief of finally having a manager who handles people naturally.

The relief of weekends returning, health improving, and family time no longer being sacrificed to hold everything together. These changes are the result of clearer alignment and better-informed decisions.

Practical Details

Pricing (AUD)

The Team Version is available per staff member, allowing owners to assess small teams or scale across larger ones as needed.

 
Confidential

YOUR 2-3

INSTINCTIVE
WEALTH TALENTS

 

Where Your Money Actually Comes From

Perry Mardon

Starter

$79

1 Report

Get Started

Most Popular

$199

3 Reports

Get Started

Best Value

$299

5 Reports

Get Started

This flexibility allows the tool to be used for new hires, restructuring, or gradual improvement rather than forced change.

The Core Idea

Most Team Problems Are Not People Problems. They Are Placement Problems.

The Wealth Traits Report — Team Version exists to help owners stop guessing, stop compensating, and start building teams that function without constant intervention. It provides clarity, not promises. Insight, not hype.

For owners who are ready to step out of the centre of everything, this is often where that process begins.