Free · 10 questions · 3 minutes
The Lazy Balance Sheet Scorecard
Most high earners don’t have an income problem. They have a lazy balance sheet. This free scorecard shows you where you’re going wrong with your money, and the strategies to pay less tax and retire earlier. It takes 3 minutes.
- Whether your debt is costing you tax every year.
- Whether your home equity is idle or working.
- Whether too much of your wealth rides on one company.
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What’s inside
10 questions. One score.
- 10 yes or no questions across your debt, cash, shares, tax and super.
- Your score, and what it says about your balance sheet.
- The strategy behind every NO, and what it could be costing you.
- Done on screen in 3 minutes. Download the PDF if you prefer.
Is this you?
This scorecard is for you if…
- You’re 40 or over and work in tech, often in sales leadership.
- Your household income is $400K or more, with commission or RSUs on top.
- You have at least $500K in super and $1M of equity in your home.
- You can save $4,000 a month above your minimum mortgage repayment.
- You earn well, but you can’t name your retirement date.
- You’d like work to be optional by 55 or 60, not 67.
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