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START by going to 'File' and 'download' or 'make a copy'. Delete out the text and numbers and add your own
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30 DaysEnter your 30 day goals here - it might be to repay a credit card or contact the bank about decreasing a limit. Set these at the end of every month when you reveiw your cashflow for the following month and compile your financial position
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90 DaysClean up account conduct. Save 25% of all income, no dumb purchases. Stack cash to $10K
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1 YearCash to $200k. Increase income by 10% of my total income so far. No debt, save 40% of all income. $500k net worth. Store money for rental property deposit. Review insurance cover.
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5 Years$2,000,000 of Assets
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Achieved / Victories
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Make a list of the financial goals you achieve here to remind yourself how far you've come
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Pay off Credit Card
Victory
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Pay off Q CardVictory
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Save 40% income
Ongoing
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Moved Bonus Bonds to Sharsies
Victory
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Buy US StocksVictory
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Buy Gold/SilverVictory
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Buy AU SharesVictory
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Investigate new builds
Done
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Close credit cardVictory
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Buy further crypto
Victory
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$20k in sharesies
Victory
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Build up emergency fund of $10k
Done - in sharesies account
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Get cash to $30kVictory
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Shares to $100kVictory
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Pay Tax Victory
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Sharesies to $50k
Victory
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Heartland to $50k
Victory
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Get cash to $50kVictory
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Pay Tax Victory
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Stack cash Ongoing
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Close Q CardVictory
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Get cash to $100k
Victory
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Save $100k cash in 2023
Victory
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Get a will in place
Victory
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Pay Tax Victory
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Get cash on hand to $50k
Victory
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Invest in PIE funds
Victory
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Kiwisaver to $100k
I am increasing my KS $200 extra per week and I don't notice it
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Earn some investment income
Victory
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Sharesies to $100k
I am actviely contributing to Sharesies via an AP
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Heartland to $100k
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