Future vision questionnaire completed
This document is a completed wealth‑coaching intake questionnaire filled out by Brad McKenzie for his coach Dave Parry (Bullet Proof Wealth). It captures Brad’s personal details, his overarching life vision (financial freedom for his daughter, early retirement, multiple income streams, property ownership), and the key outcome he seeks from coaching (direction, habit change, goal development, financial wisdom). Brad provides a snapshot of his current situation – a global commissioning engineer living month‑to‑month, with super balances (AU$31k, NZ$90k), a $14,200 loan, and a $36,000 LATITUDE loan. He rates his life sectors on a Wheel‑of‑Life chart, highlighting wealth as the most urgent area. He lists strengths (loyalty, trust, analytical mind) and weaknesses (over‑trusting, impulsive spending, self‑imposed financial strain), plus major turning points (long‑term job betrayal, divorce, missed opportunities). Brad outlines his top expectations from a wealth coach (direction, skill building, mindset, support, budgeting) and his commitment to regular calls and “home‑play” tasks. He scores himself on ten “Wealth Rules of the Game” (total 9/100), indicating low proficiency in income generation, cashflow, debt reduction, tax optimisation, etc. His 12‑month goals are to pay off debt, save $30k, and create a second income, with barriers identified as liberal spending, lack of research, and past scams. He reflects on previous mentorship experiences (Molec Automation, Lemar Morgan) and their mixed outcomes. Finally, Brad writes a detailed two‑year “Ideal Life Script” describing a sensory‑rich daily routine of financial freedom, travel, balanced work cycles, growing passive income, strong family relationships, and a sense of gratitude and purpose.
Topics
Personal Vision & Desired Wealth Outcomes
Brad’s articulated long‑term aspirations: financial freedom for his daughter, early retirement, multiple income streams, property ownership, and a lifestyle of travel and family time.
Current Financial Position & Life Snapshot
A concise overview of Brad’s employment, family situation, cash flow, super balances (AU$31k, NZ$90k), loan obligations ($14,200 personal, $36,000 LATITUDE), and month‑to‑month living.
Wealth Rules of the Game Self‑Score
Brad rates ten wealth‑building rules (income, cashflow, debt‑free, tax, future focus, money mastery, property, super, asset classes, legacy) resulting in a total of 9/100, indicating low proficiency across the board.
12‑Month Goals, Barriers, and Habit Change Targets
Specific short‑term objectives (pay off debt, $30k savings, second income), identified obstacles (liberal spending, lack of research, scams), and habits to eliminate (wasting money, costly financial courses).
Ideal Life Script – Two‑Year Sensory Vision
A vivid, present‑tense narrative describing daily routines, travel, balanced work cycles, growing passive income, strong family bonds, and a deep sense of gratitude and purpose.