What is your net worth? $4,347,472
Are you filling this out as an individual or a couple? Couple
At what age(s) did you become a net worth millionaire? 59
What region of New Zealand do you live in? Auckland
How did you accumulate your net worth, what are you invested in? Property and shares
What was your highest average household WEEKLY income after tax? $2,345
What is your career? I’m now retired
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? $300,000
What's the approximate value of your house? $3,200,000
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? Live
Do you use your money or your time to help others? YES
If YES, can you please elaborate. Family
What is your greatest financial win? Property
What is your worst financial mistake? Not buying more property
What advice do you have for others? Save
What is the point of having a net worth above $1,000,000. What does it mean to you? Freedom
Finish these sentences:
If you want to build wealth do this… Save
If you want to build wealth avoid doing this… Spending