Goals Mindmap 1 Money2 Retirement3 Family4 Personal Name* First Last Email* Phone*Relationship StatusSingleDefactoMarriedAge18-2425-3435-4445-5455+What does financial fulfilment/success look like to you?What do you think you are currently doing well, regarding your finances?What do you think you need to improve on, regarding your finances?What do you need to let go of (what are you doing that is sabotaging your financial situation)What are your financial motivations / what drives you?Are the following important to you? Pay off MortgageYesNoIf Yes, how much, how soon, how important is it to you?Renovate the houseYesNoIf Yes, how much, how soon, how important is it to you?Upgrade/buy a new carYesNoIf Yes, how much, how soon, how important is it to you?Buy a/another investment propertyYesNoIf Yes, how much, how soon, how important is it to you?Start a regular savings/investment planYesNoIf Yes, how much, how soon, how important is it to you?Buy a houseYesNoIf Yes, how much, how soon, how important is it to you?Worry less about moneyYesNoIf Yes, what does money worry mean to you?Have/save more money/understand my expensesYesNoIf Yes, please explain why this is important to you and what are your goals?Pay less taxYesNoIf Yes, are you open to changing structure?Refinance our mortgageYesNoIf Yes, please explain why?Consolidate our debtsYesNoIf Yes, how much, how soon, how important is it to you? Retire/Retire as early as possibleYesNoIf Yes, how much, how soon, how important is it to you?Downsize ready for retirementYesNoIf Yes, please explain why this is important to you and what are your goals?Consolidate super/make sure its working hard for my retirementYesNoIf Yes, what do you think your next step with Super is? Protect my family in the event of illness/sicknessYesNoIf Yes, please explain why?Up to date Wills including Power of attorneyYesNoIf Yes, please explain why?Start/add another member to our familyYesNoIf Yes, please explain why?Put our kid/s through private schools/uni educationYesNoIf Yes, how many children by when, how much p.a. and for how many years?Help our kid/s buy a homeYesNoIf Yes, what is the deposit you were hoping to achieve and by when?Set our kid/s up financiallyYesNoIf Yes, how much, how soon, how important is it to you?Spend more time with family and doing things I loveYesNoIf Yes, why is this important to you?Assist my parents/partners parents transition to an aged care facilityYesNoIf Yes, how much, how soon, how important is it to you? Regular HolidaysYesNoIf Yes, how often and how much is needed p.a.?Plan for a once-in-a-lifetime holidayYesNoIf Yes, how much, how soon, how important is it to you?Do some charity workYesNoIf Yes, which charity and by when?Be able to donate to a cause I believe inYesNoIf Yes, how much and when?Do an “I’ve always meant to get around to…” itemYesNoIf Yes, what is it and by when?Be able to be involved in a creative artYesNoIf Yes, how much, how soon, how important is it to you?Learn a new skillYesNoIf Yes, what is it, by when and why is this important to you?Commence a healthy living planYesNoIf Yes, what is the next step and when will you commence?Commence some study/educationYesNoIf Yes, how much, how soon, how important is it to you?Do you need an accountantYesNoIf Yes, we will contact you!MONEY TYPEWhat is your primary money type? www.moneytype.me EmailThis field is for validation purposes and should be left unchanged.
