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Tim Van Doore
Conrad Voss
Drew Bacon
Audra Beerling
Stuart Long
Janis Glassop
Lachlan Money
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Brooke Walters
Tegan Pitt
Hayley Pereira
Julia Collings
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Home
Meet the Team
Tim Van Doore
Conrad Voss
Drew Bacon
Audra Beerling
Stuart Long
Janis Glassop
Lachlan Money
Support Team
Candice van Doore
Brooke Walters
Tegan Pitt
Hayley Pereira
Julia Collings
Alana Hodgins
Our Clients
Client Stories
Claim Stories
Client Testimonials
What We Do
Insurance
Personal Insurance
Life Insurance
Total and Permanently Disabled (TPD)
Trauma Insurance
P Plater Protection
Business Insurance
Income Protection Insurance
Business Expenses Insurance
Buy Sell Agreements
Key Person Insurance
Financial Planning
Wealth Creation
Superannuation
Retirement Planning
Estate Planning
Centrelink Pensions
Advisory
Financial Literacy
Leaving a Legacy
Learning Centre
Blog
Events
Contact
Financial Literacy
Home
/
What we do
/ Financial Literacy
Goals Mindmap
1
Money
2
Retirement
3
Family
4
Personal
Name
*
First
Last
Email
*
Phone
*
Relationship Status
Single
Defacto
Married
Age
18-24
25-34
35-44
45-54
55+
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 Mortgage
Yes
No
If Yes, how much, how soon, how important is it to you?
Renovate the house
Yes
No
If Yes, how much, how soon, how important is it to you?
Upgrade/buy a new car
Yes
No
If Yes, how much, how soon, how important is it to you?
Buy a/another investment property
Yes
No
If Yes, how much, how soon, how important is it to you?
Start a regular savings/investment plan
Yes
No
If Yes, how much, how soon, how important is it to you?
Buy a house
Yes
No
If Yes, how much, how soon, how important is it to you?
Worry less about money
Yes
No
If Yes, what does money worry mean to you?
Have/save more money/understand my expenses
Yes
No
If Yes, please explain why this is important to you and what are your goals?
Pay less tax
Yes
No
If Yes, are you open to changing structure?
Refinance our mortgage
Yes
No
If Yes, please explain why?
Consolidate our debts
Yes
No
If Yes, how much, how soon, how important is it to you?
Retire/Retire as early as possible
Yes
No
If Yes, how much, how soon, how important is it to you?
Downsize ready for retirement
Yes
No
If Yes, please explain why this is important to you and what are your goals?
Consolidate super/make sure its working hard for my retirement
Yes
No
If Yes, what do you think your next step with Super is?
Protect my family in the event of illness/sickness
Yes
No
If Yes, please explain why?
Up to date Wills including Power of attorney
Yes
No
If Yes, please explain why?
Start/add another member to our family
Yes
No
If Yes, please explain why?
Put our kid/s through private schools/uni education
Yes
No
If Yes, how many children by when, how much p.a. and for how many years?
Help our kid/s buy a home
Yes
No
If Yes, what is the deposit you were hoping to achieve and by when?
Set our kid/s up financially
Yes
No
If Yes, how much, how soon, how important is it to you?
Spend more time with family and doing things I love
Yes
No
If Yes, why is this important to you?
Assist my parents/partners parents transition to an aged care facility
Yes
No
If Yes, how much, how soon, how important is it to you?
Regular Holidays
Yes
No
If Yes, how often and how much is needed p.a.?
Plan for a once-in-a-lifetime holiday
Yes
No
If Yes, how much, how soon, how important is it to you?
Do some charity work
Yes
No
If Yes, which charity and by when?
Be able to donate to a cause I believe in
Yes
No
If Yes, how much and when?
Do an “I’ve always meant to get around to…” item
Yes
No
If Yes, what is it and by when?
Be able to be involved in a creative art
Yes
No
If Yes, how much, how soon, how important is it to you?
Learn a new skill
Yes
No
If Yes, what is it, by when and why is this important to you?
Commence a healthy living plan
Yes
No
If Yes, what is the next step and when will you commence?
Commence some study/education
Yes
No
If Yes, how much, how soon, how important is it to you?
Do you need an accountant
Yes
No
If Yes, we will contact you!
MONEY TYPE
What is your primary money type?
www.moneytype.me
Comments
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