Step 03 — Build the Vehicle
Financial Fortress Audit
Complete the audit honestly. Every "No" is a leak threatening your wealth.
70.8%
FORTRESS STRENGTH
Status Guide
Yes
Fully implemented and active
Working on it
In progress, action underway
Need help
Requires guidance or support
No
Not in place — priority action
CLARITY — THE NUMBERS
100.0%Starting Point Audit: Is the 'Starting Point' tab 100% complete?
Net Worth Audit: Is the 'Net Worth' tab complete?
The Leak Detector: Is the Subconscious Leak identified/plugged?
CLARITY — MY FUTURE LIFE
100.0%Did you take yourself out on a date?
Is the 'Future Life' cost verified & realistic?
Did you do a future vision exercise to bring this into existence?
Did you calibrate your future self bot?
Have you designed your future income plan using the cashflow and ten year plan?
CLARITY — BANKING
61.9%Siloed Banking: Separate accounts for Tax, Ops, and Wealth?
Are your bank accounts set up to work for you?
Do you have automatic payments to them in place?
Do you have your speed savings set up?
Is your wealth account set up?
Do you contribute consistently from your net investable income?
Do you have a consumer debt reduction plan in place?
Do you have an income producing debt reduction plan in place?
THE ENERGY
58.3%Money Reiki Alignment
Breathwork Consistency: Daily nervous system regulation complete?
Do you feel confident starting your wealth education journey?
Energy Leak Audit: Released emotional attachment to past losses?
CONTROL — THE STRUCTURES
95.2%Capital allocation in place
Do you have your cash accounts separated from any lending?
Do you have a consumer debt reduction plan in place?
Do you have an income producing debt reduction plan in place?
Asset Protection: Assets held in correct Trust/Company entities?
Do you have a company or trust to run your investments?
Do you have a Self Managed Super Fund (SMSF) to control your Super?
CONTROL — TAX
58.3%Do you have your personal taxes up to date?
Do you have your company taxes up to date?
Do you have your trust taxes up to date?
Do you know about the "Parallel Tax System"?
CONTROL — LEGACY
8.3%Do you have an insurance plan in place?
Do you have an up to date Will?
Do you have the right power of attorney in place?
Have you done any legacy planning to ensure your Wealth lasts longer than 2nd generation?
CONTROL — THE GOVERNANCE
83.3%Capital Allocation: Is every surplus dollar assigned a "job"?
Cashflow Command: Monthly review of inflows vs. outflows?
Due Diligence Protocol: Strict 5-step process before investing?
Do all investments fit your money rules?
Have you completed your own DD and research to the best of your ability?
Do you have your risk management plan in place?
COMMUNITY — THE CONNECTIONS
100.0%The Inner Circle: Hanging out with higher-level players?
Do you hang with like minded people who want to see you succeed?
COMMUNITY — WEALTH TEAM
88.9%Have you picked your wealth team for the season?
Wealth Coach
Accountant
Financial Planner
Property Expert
COMMUNITY — DEAL FLOW
33.3%Do you get access to quality opportunities before the wider public does?
Mentorship Link: Direct line to those further ahead on the path?
Do you have a mentor that guides you with your investments?
THE VITALITY
50.0%Lifestyle Rhythm: 2-3 "Vision Trips" or holidays on the calendar?
The "Joy" Factor: Engaging in hobbies/play outside of work?
Bio-Wealth (Health): Maintenance of Sleep, Nutrition, and Movement?
The Freedom Test: Could I step away for a week without collapse?
CERTAINTY
73.3%Do you have a clear education plan and a defined action plan that directly supports your current wealth season?
Have you intentionally blocked time in your diary to complete the education and implement the action steps?
Do you know exactly what your next 3–5 wealth actions are — and why they matter right now?
If asked today, could you clearly and confidently explain your current financial focus in one sentence?
Do you feel calm and grounded about your direction — rather than rushed, scattered, or overwhelmed?