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? 45
What region of New Zealand do you live in? Whanganui
How did you accumulate your net worth, what are you invested in? Housing
What was your highest average household WEEKLY income after tax? $190,000
What is your career? Administration
Do you have children? NO
Do you have a tertiary qualification? YES
Did you inherit any of your money? YES
If YES, how much did you inherit? $120,000
What's the approximate value of your house? $900,000
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? Give it away
Do you use your money or your time to help others? YES
If YES, can you please elaborate. Volunteer time and donate cash to help others who are in need.
What is your greatest financial win? Investing time and energy into a strong and loving relationship. This personal happiness overcomes all hard financial times and challenges.
What is your worst financial mistake? Credit card debt
What advice do you have for others? No debt!
What is the point of having a net worth above $1,000,000. What does it mean to you? Nothing
Finish these sentences:
If you want to build wealth do this… Invest in creating a loving and happy life first; everything after that is a bonus.
If you want to build wealth avoid doing this… Worrying about what other people think about your life.