EQ UI WE AL TH A guide for ambitious people The diagram below shows the five fundamentals of financial freedom. This means... The five fundamentals of financial freedom FOUNDATION STAGE IMPLEMENTATION STAGE ASSESS & INVEST The performance of the property you choose will have a significant impact on the time-frame you can purchase your next property, so choose wisely. OPTIMISE Start managing what you have now: income, expenditure, debt... Get on top of your finances by reducing and retiring bad debt as fast as you can. RESTRUCTURE Liaise with an asset structuring specialist to help determine and implement the most appropriate property buying and management structure to build your property investment portfolio. MANAGE & REVIEW Investing is not an event, it’s a journey. Review the performance of each of the investments in your portfolio and tweak them frequently. WE ANALYSE Review your specific situation and property investment goals to develop an overall investment strategy blueprint and an action-oriented plan to help you realise your short, medium and long term goals. AL TH Equiwealth.com.au/resources 2017 How to create a compelling vision

EQ UI WE AL TH The vision checklist We’re big fans of a compelling vision that inspires you daily. We know that specific personal and financial goals constantly motivate you to move forward with the required sense of urgency. One of the things we find with many people is that they don’t have a vision that’s compelling and inspiring enough for them. We find it’s best to spend some time writing this sort of thing down, and then remind yourself about it every day. Do you have specific goals that drive you forward to keep you motivated? Is your vision clearly activated and shared by those important to you? Do you know what your opportunities are and how to take advantage of them? Do you have a plan and implementation strategy? Are you thinking big enough? Have you sought expert input along the way? Notes ________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________ WE AL TH Equiwealth.com.au/resources 2017 How to create a compelling vision

EQ UI WE AL TH 1 2 3 4 TIP Five steps to creating a compelling vision Get your vision mapped out below. This will help you to create a clear path to achieving your financial goals. Brainstorm and scribble down your thoughts – there are no right or wrong answers. It’s your vision. 1 Write down what really excites you and what you are passionate about. 2 Now it’s time to determine the goals that align with your vision. What are your top five personal goals for the next 3 years? 3 What are your top five financial goals for the next 3 years? 4 Now what are your goals for the next 12 months? Expert tip: Be a little ambitious and stretch yourself. Move some of the items from your 3 year goals to your 12month goals; and perhaps include some ‘half-way there’ milestone goals. WE AL TIP Print the vision map on the following page, complete all of the sections and put it up where you can see it every day. Having your goals physically in front of you all of the time serves as a great reminder and motivator – especially when things aren’t going the way you would like them to. TH Equiwealth.com.au/resources 2017 How to create a compelling vision

EQ UI WE AL TH Vision map My vision: (Personal and financial) Things that are important to me: (Your values and motivators) Top 5 personal goals Why they’re important to me By when WE Top 5 financial goals Why they’re important to me By when AL TH Equiwealth.com.au/resources 2017 How to create a compelling vision