What is your net worth? $1,500,000
Are you filling this out as an individual or a couple? Couple
At what age(s) did you become a net worth millionaire? 50 and 48
What region of New Zealand do you live in? Otago
How did you accumulate your net worth, what are you invested in? Property, KiwiSaver, and shares
What was your highest average household WEEKLY income after tax? $2,600
What is your career? Teacher and engineer
Do you have children? YES
Do you have a tertiary qualification? YES
Did you inherit any of your money? NO
What's the approximate value of your house? $650,000
Are you debt free now? NO
If NO, how much debt do you have and what is it for? Debt on investment properties
Are you in KiwiSaver? YES
Were you taught about money? YES
If YES, how were you taught? Self taught
What is the most enjoyable thing you do with money? Spend time with family
What is your greatest financial win? Buying a property in Wanaka
What is your worst financial mistake? Owning an apartment in Auckland
What advice do you have for others? If we can do it anyone can! Start small, spend less than you earn and educate yourself to invest!!!!
What is the point of having a net worth above $1,000,000. What does it mean to you? Financial security
Finish these sentences: If you want to build wealth do this… Spend less than you earn and educate yourself on how to invest.
If you want to build wealth avoid doing this… Spend above your means.