What is your net worth? $1,300,000
Are you filling this out as an individual or a couple? Couple
At what age(s) did you become a net worth millionaire? 40
What region of New Zealand do you live in? Auckland
How did you accumulate your net worth, what are you invested in? House + Kiwisaver + Shares
What was your highest average household WEEKLY income after tax? $2,000
What is your career? Retail
Do you have children? NO
Do you have a tertiary qualification? NO
Did you inherit any of your money? NO
What's the approximate value of your house? $1,300,000
Are you debt free now? NO
If NO, how much debt do you have and what is it for? Mortgage of $230,000
Are you in KiwiSaver? YES
Were you taught about money? YES
If YES, how were you taught? Workplace training 20+ years ago
What is the most enjoyable thing you do with money? Save it
Do you use your money or your time to help others? No
What is your greatest financial win? KiwiSaver
What is your worst financial mistake? Buying a brand new car
What advice do you have for others? Join KiwiSaver as soon as you get your first job.
What is the point of having a net worth above $1,000,000. What does it mean to you? Not a lot, until retirement.
Finish these sentences:
If you want to build wealth do this… Buy a house
If you want to build wealth avoid doing this… Spend money