What is your net worth? $1,400,000
Are you filling this out as an individual or a couple? Couple
At what age(s) did you become a net worth millionaire? 58
What region of New Zealand do you live in? Canterbury
How did you accumulate your net worth? What are you invested in? House and KiwiSaver
What was your highest average household WEEKLY income after tax? $1,900
What is your career? Engineer
Do you have children? YES
Do you have a tertiary qualification? YES
Did you inherit any of your money? YES
If YES, how much did you inherit? $200,000
What's the approximate value of your house? $960,000
Are you debt free now? YES
Are you in KiwiSaver? YES
Were you taught about money? NO
What is the most enjoyable thing you do with money? Travel
Do you use your money or your time to help others? YES
If YES, can you please elaborate? We give our time.
What is your greatest financial win? Inheritance
What is your worst financial mistake? Spending money on a credit card without my wife knowing.
What advice do you have for others? Talk about money. Pay off debt.
What is the point of having a net worth above $1,000,000? What does it mean to you? It's mostly the house, so it doesn't mean much.
Finish these sentences:
If you want to build wealth, do this… Pay off debt or don't get into it.
If you want to build wealth, avoid doing this… Plan ahead.