My Vision (Where would you love to be in 10 years)

I own and control 400 luxury appartments, I Manage over R1 000 000 000 in client investments through my Old Mutual Wea
the super life I give my family. I coach and help millions of people to achieve success through my online business and digit

My purpose (What's the most important mission of your l

To reach my full potential

My Truth
I am grateful for all my extraordinary abilities, relationships, wealth a

I am greater than any conditions, circumstances or problems I have. I am responsible for my happiness, wealth and success a
choice.

I am the intelligent, strong, fair, responsible and fierce leader of my family and

I change millions of people’s lives through my programs, books, speaking, coach

I am confident, secure, wise, strong and happy in all I do

I speak, act, walk and talk my purpose and success into existence through my actions and thoughts because I am the creato
financial kingdoms and I shall rule.
you love to be in 10 years)
hrough my Old Mutual Wealth Book, My son is strong, patient, wise and brave, I am thankfull for
my online business and digital products, I travel freqeuntly with my family in my gulfstream jet.

important mission of your life)

full potential

Truth
ities, relationships, wealth and happiness.

piness, wealth and success and therefore have the power and ability to respond in a manner of my
oice.

erce leader of my family and those who follow me.

ams, books, speaking, coaching, planning and advice.

, strong and happy in all I do.

ghts because I am the creator of my reality. I am the king of my mental, emotional, physical and
ms and I shall rule.
Pay day 1st
Month Curent Proposal Outstanding Value
Income 45,000 75000
Business acc Business acc
Rent/Bond 1 Rent/Bond 1
Rent/Bond 2 Rent/Bond 2
Rent/Bond 3 Rent/Bond 3
Rent/Bond 4 Rent/Bond 4
Vehicle 1 Vehicle 1
Vehicle 2 Vehicle 2
Vehicle 3 Vehicle 3
Vehicle 4 Vehicle 4
Credit card 1 Credit card 1
Credit card 2 Credit card 2
Loan 1 Loan 1
Loan 2 Loan 2
Loan 3 Loan 3
Loan 4 Loan 4
Groceries Groceries
Insurance ST Insurance ST
Medical aid Medical aid
Investment 1 Investment 1
Investment 2 Investment 2
Investment 3 Investment 3
Investment 4 Investment 4
RA 1 RA 1
Accounts & Expenses

RA 2 RA 2
RA 3 RA 3
Policy 1 Policy 1
Policy 2 Policy 2
Policy 3 Policy 3
Policy 4 Policy 4
Service house help Service house help
Service gym Service gym
Service phone Service phone
Service sa phone Service sa phone
Service audible Service audible
Membership wifi Membership wifi
Membership youtube Membership youtube
Membership mvan Membership mvan
Membership Membership
Membership Membership
 Additional Books Additional Books
Extra Extra

Petrol Acc Petrol Acc

Personal Acc Personal Acc

Entertainment Entertainment
December holiday December holiday

Total Total for Accounts 0.00 Total for Accounts 0.00 0.00 0.00
Actual
Left over 45,000.00 75,000.00
Savings% 0.00 0.00
House% 0.00 0.00
Car% 0.00 0.00
% Utilised 0.00 0.00
Debt% 0.00 0.00

Notes
 Budget
2022

Notes Month Jan Feb

Income 36,000 36,000
Liquidity/Cash Business acc Business acc
Rent/Bond 1 Rent/Bond 1
Rent/Bond 2 Rent/Bond 2
Rent/Bond 3 Rent/Bond 3
Rent/Bond 4 Rent/Bond 4
Vehicle 1 Vehicle 1
Vehicle 2 Vehicle 2
Vehicle 3 Vehicle 3
Vehicle 4 Vehicle 4
Credit card 1 Credit card 1
Credit card 2 Credit card 2
Loan 1 Loan 1
Loan 2 Loan 2
Loan 3 Loan 3
Loan 4 Loan 4
Groceries Groceries
Insurance ST Insurance ST
Medical aid Medical aid
Investment 1 Investment 1
Investment 2 Investment 2
Investment 3 Investment 3
Investment 4 Investment 4
RA 1 RA 1
Accounts & Expenses

RA 2 RA 2
RA 3 RA 3
Policy 1 Policy 1
Policy 2 Policy 2
Policy 3 Policy 3
Policy 4 Policy 4
Service house help Service house help
Service gym Service gym
Service phone Service phone
Service sa phone Service sa phone
Service audible Service audible
Membership wifi Membership wifi
Membership youtube Membership youtube
Membership mvan Membership mvan
Membership Membership
Membership Membership
 Additional Books Additional Books
Extra Extra

Petrol Acc Petrol Acc

Personal Acc Personal Acc

Entertainment Entertainment
December holiday December holiday

Total Total for Accounts 0.00 Total for Accounts 0.00

Actual
Left over 36,000.00 36,000.00
Savings% 0.00 0.00
House% 0.00 0.00
Car% 0.00 0.00
% Utilised 0.00 0.00
Debt% 0.00 0.00

Notes
 Budget
2022

Mar Apr May

36,000 36,000 36,000
Business acc Business acc Business acc
Rent/Bond 1 Rent/Bond 1 Rent/Bond 1
Rent/Bond 2 Rent/Bond 2 Rent/Bond 2
Rent/Bond 3 Rent/Bond 3 Rent/Bond 3
Rent/Bond 4 Rent/Bond 4 Rent/Bond 4
Vehicle 1 Vehicle 1 Vehicle 1
Vehicle 2 Vehicle 2 Vehicle 2
Vehicle 3 Vehicle 3 Vehicle 3
Vehicle 4 Vehicle 4 Vehicle 4
Credit card 1 Credit card 1 Credit card 1
Credit card 2 Credit card 2 Credit card 2
Loan 1 Loan 1 Loan 1
Loan 2 Loan 2 Loan 2
Loan 3 Loan 3 Loan 3
Loan 4 Loan 4 Loan 4
Groceries Groceries Groceries
Insurance ST Insurance ST Insurance ST
Medical aid Medical aid Medical aid
Investment 1 Investment 1 Investment 1
Investment 2 Investment 2 Investment 2
Investment 3 Investment 3 Investment 3
Investment 4 Investment 4 Investment 4
RA 1 RA 1 RA 1
RA 2 RA 2 RA 2
RA 3 RA 3 RA 3
Policy 1 Policy 1 Policy 1
Policy 2 Policy 2 Policy 2
Policy 3 Policy 3 Policy 3
Policy 4 Policy 4 Policy 4
Service house help Service house help Service house help
Service gym Service gym Service gym
Service phone Service phone Service phone
Service sa phone Service sa phone Service sa phone
Service audible Service audible Service audible
Membership wifi Membership wifi Membership wifi
Membership youtube Membership youtube Membership youtube
Membership mvan Membership mvan Membership mvan
Membership Membership Membership
Membership Membership Membership
Additional Books Additional Books Additional Books
Extra Extra Extra

Petrol Acc Petrol Acc Petrol Acc

Personal Acc Personal Acc Personal Acc

Entertainment Entertainment Entertainment
December holiday December holiday December holiday

Total for Accounts 0.00 Total for Accounts 0.00 Total for Accounts 0.00

36,000.00 36,000.00 36,000.00

0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
 Jun Jul Aug
36,000 36,000 36,000
Business acc Business acc Business acc
Rent/Bond 1 Rent/Bond 1 Rent/Bond 1
Rent/Bond 2 Rent/Bond 2 Rent/Bond 2
Rent/Bond 3 Rent/Bond 3 Rent/Bond 3
Rent/Bond 4 Rent/Bond 4 Rent/Bond 4
Vehicle 1 Vehicle 1 Vehicle 1
Vehicle 2 Vehicle 2 Vehicle 2
Vehicle 3 Vehicle 3 Vehicle 3
Vehicle 4 Vehicle 4 Vehicle 4
Credit card 1 Credit card 1 Credit card 1
Credit card 2 Credit card 2 Credit card 2
Loan 1 Loan 1 Loan 1
Loan 2 Loan 2 Loan 2
Loan 3 Loan 3 Loan 3
Loan 4 Loan 4 Loan 4
Groceries Groceries Groceries
Insurance ST Insurance ST Insurance ST
Medical aid Medical aid Medical aid
Investment 1 Investment 1 Investment 1
Investment 2 Investment 2 Investment 2
Investment 3 Investment 3 Investment 3
Investment 4 Investment 4 Investment 4
RA 1 RA 1 RA 1
RA 2 RA 2 RA 2
RA 3 RA 3 RA 3
Policy 1 Policy 1 Policy 1
Policy 2 Policy 2 Policy 2
Policy 3 Policy 3 Policy 3
Policy 4 Policy 4 Policy 4
Service house help Service house help Service house help
Service gym Service gym Service gym
Service phone Service phone Service phone
Service sa phone Service sa phone Service sa phone
Service audible Service audible Service audible
Membership wifi Membership wifi Membership wifi
Membership youtube Membership youtube Membership youtube
Membership mvan Membership mvan Membership mvan
Membership Membership Membership
Membership Membership Membership
Additional Books Additional Books Additional Books
Extra Extra Extra

Petrol Acc Petrol Acc Petrol Acc

Personal Acc Personal Acc Personal Acc

Entertainment Entertainment Entertainment
December holiday December holiday December holiday

Total for Accounts 0.00 Total for Accounts 0.00 Total for Accounts 0.00

36,000.00 36,000.00 36,000.00

0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
 Sep Oct Nov
36,000 36,000 36,000
Business acc Business acc Business acc
Rent/Bond 1 Rent/Bond 1 Rent/Bond 1
Rent/Bond 2 Rent/Bond 2 Rent/Bond 2
Rent/Bond 3 Rent/Bond 3 Rent/Bond 3
Rent/Bond 4 Rent/Bond 4 Rent/Bond 4
Vehicle 1 Vehicle 1 Vehicle 1
Vehicle 2 Vehicle 2 Vehicle 2
Vehicle 3 Vehicle 3 Vehicle 3
Vehicle 4 Vehicle 4 Vehicle 4
Credit card 1 Credit card 1 Credit card 1
Credit card 2 Credit card 2 Credit card 2
Loan 1 Loan 1 Loan 1
Loan 2 Loan 2 Loan 2
Loan 3 Loan 3 Loan 3
Loan 4 Loan 4 Loan 4
Groceries Groceries Groceries
Insurance ST Insurance ST Insurance ST
Medical aid Medical aid Medical aid
Investment 1 Investment 1 Investment 1
Investment 2 Investment 2 Investment 2
Investment 3 Investment 3 Investment 3
Investment 4 Investment 4 Investment 4
RA 1 RA 1 RA 1
RA 2 RA 2 RA 2
RA 3 RA 3 RA 3
Policy 1 Policy 1 Policy 1
Policy 2 Policy 2 Policy 2
Policy 3 Policy 3 Policy 3
Policy 4 Policy 4 Policy 4
Service house help Service house help Service house help
Service gym Service gym Service gym
Service phone Service phone Service phone
Service sa phone Service sa phone Service sa phone
Service audible Service audible Service audible
Membership wifi Membership wifi Membership wifi
Membership youtube Membership youtube Membership youtube
Membership mvan Membership mvan Membership mvan
Membership Membership Membership
Membership Membership Membership
Additional Books Additional Books Additional Books
Extra Extra Extra

Petrol Acc Petrol Acc Petrol Acc

Personal Acc Personal Acc Personal Acc

Entertainment Entertainment Entertainment
December holiday December holiday December holiday

Total for Accounts 0.00 Total for Accounts 0.00 Total for Accounts 0.00

36,000.00 36,000.00 36,000.00

0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
 Dec Year end Goals
36,000
Business acc
Rent/Bond 1
Rent/Bond 2
Rent/Bond 3
Rent/Bond 4
Vehicle 1
Vehicle 2
Vehicle 3
Vehicle 4
Credit card 1
Credit card 2
Loan 1
Loan 2
Loan 3
Loan 4
Groceries
Insurance ST
Medical aid
Investment 1
Investment 2
Investment 3
Investment 4
RA 1
RA 2
RA 3
Policy 1
Policy 2
Policy 3
Policy 4
Service house help
Service gym
Service phone
Service sa phone
Service audible
Membership wifi
Membership youtube
Membership mvan
Membership
Membership
Additional Books
Extra

Petrol Acc

Personal Acc
Entertainment
December holiday

Total for Accounts 0.00 Total for A 0.00

36,000.00
0.00
0.00
0.00
0.00
0.00
 Financial Wellbeing
Financial Goals (Where do you want to be Financial Health (Does your a
in 1,5, 10 years) outweigh your liabilities
Split and categorise bank accounts Assets
Get Debt Free Rent/Bond 1 0
Get Emergency Fund Rent/Bond 2 0
Save atleast 20% of income Rent/Bond 3 0
Diverse investments, crypto/mutual fund/other Rent/Bond 4 0
Get 25k in crypto Vehicle 1 0
Vehicle 2 0
Vehicle 3 0
Vehicle 4 0
Investment 1 0
Investment 2 0
Investment 3 0
Investment 4 0
RA 1 0
RA 2 0
RA 3 0
Cash 0
0
Needs Attention Needs Attention

Financial Habits (Do you spend less than Financial Risk (Medical, Life, I
you earn) Disability etc)
Get to a point where you only use 50% of your income Risk
Get covered for death
Get covered for severe ilness
Get covered for Disability
Get covered for vehicle damage
Get covered for medical aid
Get covered for ST insurance
Retirement savings

Needs Attention Needs Attention

 Details
Client Spouse
Name and surname Name and surname
ID ID
Ocupation Ocupation
Qualification Qualification
Adress Adress
Smoker Smoker
Cell Cell
Cell 2 Cell 2
Employer Employer
Income Income
Town Town
al Health (Does your assets
tweigh your liabilities)
Liabilities
Rent/Bond 1 0
Rent/Bond 2 0
Rent/Bond 3 0
Rent/Bond 4 0
Vehicle 1 0
Vehicle 2 0
Vehicle 3 0
Vehicle 4 0
Credit card 1 0
Credit card 2 0
Loan 1 0
Loan 2 0
Loan 3 0
Loan 4 0

0
Needs Attention

l Risk (Medical, Life, Illness,

Disability etc)
Current Required Notes

0 45000 R1,800,000.00
0 45000 R54,000.00
0
0
0
0

Needs Attention
 Notes
Top Goals
Personal growth
Get debt free
Emergency fund
Investment portfolio
Risk cover

Personal

Business
Date