What is your net worth? $1,4635,00
Are you filling this out as an individual or a couple? Couple
At what age(s) did you become a net worth millionaire? 55 & 53
What region of New Zealand do you live in? Eastern Bay of Plenty
How did you accumulate your net worth, what are you invested in? Home and global index fund
What was your highest average household WEEKLY income after tax? $3,200
What is your career? Teacher & Nurse
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? $1,100,000.00
Are you debt free now? NO
If NO, how much debt do you have and what is it for? $130,000 mortgage
Are you in KiwiSaver? YES
Were you taught about money? NO
What is the most enjoyable thing you do with money? Created investments for our three grandchildren, which we plan to teach them about.
Do you use your money or your time to help others? YES
If YES, can you please elaborate. Charity donations and family assistance as required.
What is your greatest financial win? Knowing there is a path to a very comfortable retirement and passing our knowledge on to our kids and grandkids.
What is your worst financial mistake? Years of consumerism
What advice do you have for others? Join Rebel Finance School ASAP and do the course ASAP!
What is the point of having a net worth above $1,000,000. What does it mean to you? Not a lot really - it is more about the journey.
Finish these sentences:
If you want to build wealth do this… Join Rebel Finance School ASAP and do the course ASAP!
If you want to build wealth avoid doing this… Consumerism
If these questions don’t adequately tell your story, feel free to briefly elaborate here: My husband & I both went through a divorce and have a blended family (5 teenage kids when we got together) which was very expensive but also shaped our spending e.g. wanted the kids to have a room of their own after the separations, so the house we bought was big and too expensive. We spent a lot of time taking from one account (credit card) to pay another.