She Wealth

About Us


CASH FLOW COACHING SYSTEM Get your time back	www.shewealth.com L2, Suite 204, 24-26 Falcon St, Crows Nest Village, NSW 2065, Australia Ph 02 9954 1111 \| Fax 02 9954 5555

ALL ABOUT ME

Name:

Middle:

Last Name:

Date of Birth:

Dependents:

Home Address:

Suburb:

Postcode:

Ph Home/Skype:

Mobile:

Ph Work:

Fax:

Email:

Married / Single / Other:

Name:

Middle:

Last Name:

Date of Birth:

Dependents:

Postal Address:

Suburb:

Postcode:

Ph Home/Skype:

Mobile:

Ph Work:

Fax:

Email:

Married / Single / Other:

WHAT DO I WANT...... WHEN I GET MY TIME BACK

What will I do when I get my time back?

My 3 top cash flow priorities e.g. buy a property asap.

Priority 1:
Priority 2:
Priority 3:

by
by
by

Do you stress about cash flow? Never / Sometimes / Always

Are you living each day with passion, purpose and fire? Yes / No

If no, what would you love to be doing (assuming you did not need to sell your time for money)?

Define your ideal I have my time back asset backing.

Desired net assets = $

Desired annual cash flow = $

p.a.

What will this mean to you? And who will you be able to affect?

What did you learn about money in school?

Have you a desire to support your children, grandchildren, siblings or parents with their financial affairs? Y / N If yes, please outline your intention

Would you like your children to learn money intelligence and why ?

YOUR ASSETS & LIABILITIES SCORE CARD

ASSETS	Value $	LIABILITIES	% RATE	VAR/ FIXED	$ Mthly Payment	$ Balance Owing
Primary Home:		Loan:
Household effects:		Personal Loan:
Cars:		Car Loan / Lease:
Invest Property:		Loan:
Invest Property:		Loan:
Invest Property:		Loan:
Managed Funds / Shares:		Loan:
Direct Shares:		Loan:
Cash Savings:		Total Credit Card Limit: $
Superannuation:		Super Loan:
Business:		Loan:
Total:			Total:

INCOME(CASHFLOW) AND GOOD/BAD EXPENSES

Income		Expenses
Salary Cashflow:		Tax expense:
Business Cashflow:		Living Expenses:
Property Cashflow:		Business expense:
Home business Cashflow:		Home business:
Share Cashflow:		Shares expense:
Internet Cashflow:		Internet expense:
Total Income:		Total Expenses:

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By completing this form you agree to provide us with your personal information for the purposes of assisting you with a goal orientated cashflow plan. The wealth centre is committed to ensuring the confidentiality and privacy of your personal information. We may distribute some of your information within our team in giving you the best outcome. However, we do not disclose any personal information for any other purposes without your consent.