A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | Q | R | S | T | U | V | W | X | Y | Z | AA | AB | ||
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1 | Prepared by: Michael Li | Done | |||||||||||||||||||||||||||
2 | Last updated: 20/01/2021 (originally created: 25/09/2015) | Stopped | |||||||||||||||||||||||||||
3 | Template for desired achievements as milestones | Hoping to complete "soon" (whatever that means...) | |||||||||||||||||||||||||||
4 | |||||||||||||||||||||||||||||
5 | Role | Timescale (years) | |||||||||||||||||||||||||||
6 | (See below) | 2017A | 2018A | 2019A | 2020A | 2021E | 2022E | 2023E | 2026E | 2031E | 2036E | 2041E | 2046E | More Comments (see below) | |||||||||||||||
7 | Family: | ||||||||||||||||||||||||||||
8 | Boyfriend/Husband | Start dating??? | Get married??? | Have a kid | Be in a happy relationship | ||||||||||||||||||||||||
9 | Son | Live with parents | Leave home from parents | Visits parents once every week | |||||||||||||||||||||||||
10 | Brother | Catch up with sister at least once a week | |||||||||||||||||||||||||||
11 | Cousin/Grandson | Visit HK to see relatives | Visit HK to see relatives | Visit HK to see relatives | Visit HK to see relatives | Visit HK to see relatives | Visit HK to see relatives | ||||||||||||||||||||||
12 | Friends: | ||||||||||||||||||||||||||||
13 | Personal Mentor | Read mentoring books - find mentor too! | Become a mentor for a 1st year YA at Deloitte/UNSW | Become a mentor for 1 person - XX (through UNSW AISOC) | Become a mentor for 2 people - XX + ?? | Become a mentor for 3 people | Become a mentor for 4 people | Become a mentor for 5 people | Become a mentor for 6 people | Become a mentor for 7 people | Become a mentor for 8 people | ||||||||||||||||||
14 | Group Mentor | Mentor ASAM consumer staples team (XX - PM) | Mentor ASAM technology team (XX - PM) | Mentor ASAM technology team (?? - PM) | |||||||||||||||||||||||||
15 | Best friend | Catch up with best friends at least once every quarter of year | |||||||||||||||||||||||||||
16 | Mentee | Find industry mentor - Albert | Find 2nd industry mentor - Joey | Find spiritual mentor | Find 3rd industry mentor | Find 2nd spiritual mentor | Find final mentor | Have a reputable contact in every possible industry | |||||||||||||||||||||
17 | Community: | ||||||||||||||||||||||||||||
18 | Christian at Macquarie Baptist Church (MBC) | Attend MBC every Sunday, join an MBC home group | Volunteer at occassional MBC events | Serve as supervisor of PC team at MBC | Serve as supervisor of zoom team at MBC | Serve as supervisor in overall tech team at MBC | Serve as supervisor in overall tech team at MBC | Study Diploma of Theology in Morling College? | Study Degree of Theology in Morling College? | Serve in MBC board of deacons | |||||||||||||||||||
19 | Leader of MBC's Manse Fund | Talk with Sherry (Treasurer of MBC) about role + consult with Albert Hung (mentor) | Advisor to MBC Board of Deacons for investments in Manse Fund | Grow FUM in Manse Fund with appropriate risk adjusted returns | Grow FUM in Manse Fund with appropriate risk adjusted returns | ||||||||||||||||||||||||
20 | Member & donor of City Bible Forum | Join CBF + Headstarts on Mondays + donation | Maintain Headstart attendance + donation | Maintain Headstart attendance + donation | Maintain Headstart attendance + donation | ||||||||||||||||||||||||
21 | Donor to Sri Lanka Foundation of Goodness | Donate $XX + Catch Up with Saman | Donate $XX + Catch Up with Saman | Donate $XX + Catch Up with Saman | Donate $XX + Catch Up with Saman | Donate $XX | Donate $XX | Donate $XX pa | Donate $XX pa | Donate $XX pa | Donate $XX pa | Donate $XX pa | Donate $XX pa | ||||||||||||||||
22 | Donor to Church Mission Causes | Donor to XX in MBC | Donor to XX in MBC | Donor to XX in UNSW CBS | Donor to XX in UNSW CBS | Donor to ??? | Donor to ??? | Donor to ??? | |||||||||||||||||||||
23 | Volunteer | Do my 20 hours for Volunteer Army | Volunteer once a qtr/Visit Sri Lanka to volunteer | Volunteer once a qtr/Visit Sri Lanka to volunteer | Join a NFP board/Volunteer once a month | Join another NFP board/Volunteer once a month | |||||||||||||||||||||||
24 | Neighbour | Introduce self to all neighbours | Have coffee with all neighbours at least once a year | ||||||||||||||||||||||||||
25 | External Advisor & Donor to UNSW I4C Society | Speak at I4C TA Induction | Speak at I4C TA Induction + 2 Panels | Speak at I4C TA Induction + Liason to Antipodes + External Advisor + Donor | Speak at I4C TA Induction + Liason to Antipodes + External Advisor + Donor | Speak at I4C TA Induction + Liason to Antipodes + External Advisor + Donor | |||||||||||||||||||||||
26 | Voice in Parramatta Council | Reach out to several council heads | Paint vision of 21st century Epping | ||||||||||||||||||||||||||
27 | Voice in NSW Education Department | Reach out to several department heads | Paint vision of 21st century NSW schools | ||||||||||||||||||||||||||
28 | Education: | ||||||||||||||||||||||||||||
29 | Under/Postgrad Student | Finish 3rd year UNSW/Finish Theological Cert in Moore College | Finish UNSW for good/Complete CFA Lvl 1 | Rest - consider further reading and settling into work as education? | Complete CFA Lvl 2 | Complete CFA Lvl 3 | Get CFA charter designation (need 4 yrs work exp) | Rest year from study | Do PROJECT work in leisure | ||||||||||||||||||||
30 | Work: | ||||||||||||||||||||||||||||
31 | Cadet/Auditor at Deloitte | Finish 3rd busy season | Resign from Deloitte audit division/Find new job in business | Analyst role in a corporate | Senior role in corporate | Manager/Director role in corporate | Board director role in corporate | Board director role in another corporate | Board director role in another corporate | ||||||||||||||||||||
32 | Investment Analyst at Aus Eagle Asset Management / Antipodes | Secure internship work through mentor - Albert Hung | Internship at Alleron - Find another AM Fund to work as Graduate | Graduate in Antipodes | Investment Analyst in Antipodes (EU & US software) | Investment Analyst in Antipodes (EU & US software) | Senior Analyst in Antipodes | Portfolio Manager in Antipodes | Retire + invest personally full time + Board Director role in an SME | Board Director role in an SME | |||||||||||||||||||
33 | Maths Tutor for TS | Tutor him yr 7 (maintain avg 80+) | Tutor him yr 8 (maintain avg 80+) | Tutor him yr 9 (maintain avg 80+) | Tutor him yr 10 (maintain avg 80+) | Refer TS to SSC for maths in year 11-12 (hopefully 2U/3U maths, band 6) | Continue as a mentor for TS | ||||||||||||||||||||||
34 | Private Investor in Sydney Science College | Invest $XX for interest | Invest another $XX for interest | Converting debt to equity? | Install mum/sister in roles help SSC? | Support SSC in other capacities / support funding / financial controller / CFO / etc | |||||||||||||||||||||||
35 | Strategic Advisor to KK's Online Jewellery Store | Become strategic advisor and auditor | Charge advisory and audit fees | Raise funds to help him build a digital app | |||||||||||||||||||||||||
36 | Personal Investing: | ||||||||||||||||||||||||||||
37 | Equity investor | Invest $XX in stocks | Invest another $XX in stocks | Invest another $XX in stocks | Invest another $XX in stocks | Invest in Chadd's fund?? + $XX in stocks | Invest another $XX in stocks | Invest another $XX in stocks | Build to $XX total FUM | Build to $XX FUM | Build to $XX FUM | Build to $XX FUM | Build to $XX FUM | ||||||||||||||||
38 | Crypto investor | Invest $XX in Bitcoin + $XX in Ethereum | Invest $XX in Bitcoin/Ethereum | Invest $XX in Bitcoin/Ethereum | Invest $XX in Bitcoin/Ethereum | Invest $XX in Bitcoin/Ethereum | Invest $XX in Bitcoin/Ethereum | Invest $XX in Bitcoin/Ethereum | Invest $XX in Bitcoin/Ethereum | Invest $XX in Bitcoin/Ethereum | |||||||||||||||||||
39 | Property investor | Invest in property 1 | Invest in property 2 | Invest in property 3 | |||||||||||||||||||||||||
40 | Book writer on "Christian Investing" | Pastor gave idea for writing a book on "Christian Investing" | Collect bible verses on my chapter topics | Start chapter 1 + 2 | Start chapter 3 + 4 | Start chapter 5 + 6 + 7 + 8 | Publish book after editors review | Write 2nd book... | Write 3rd book... | Write 4th book... | Write 5th book... | ||||||||||||||||||
41 | Admin in Stonks Group Chat on FB | Make stock chat group on FB + do qtrly calls | Maintain qtrly calls | Maintain qtrly calls | |||||||||||||||||||||||||
42 | Hobbies and recreation: | ||||||||||||||||||||||||||||
43 | Food reviewer | Write at least 1 blog post every Sunday in Zomato | Open foodie blog | Generate revenue from food blog and maintain profit | |||||||||||||||||||||||||
44 | Traveller | Go on an international holiday to Asia region | Go on another international holiday to Asia region/Visit relatives in HK specifically | Go to US region for holiday (South and North) | Go to Japan/South Korea for holiday | Go to US region for holiday (South and North) | Go to Europe region for holiday | Go to Europe region for holiday | Go to Antarctica for exploration | Return to HK for holiday | |||||||||||||||||||
45 | Running + Pilates enthusiast | Run regularly once a week | Run 5k marathon | Run 10k marathon | Run + pilates after dinner (gen. 4-5 times per week) | Run + pilates after dinner (gen. 4-5 times per week) | Run + pilates after dinner (gen. 4-5 times per week) + 5k marathon | Run + pilates after dinner (gen. 4-5 times per week) + 10k marathon | |||||||||||||||||||||
46 | Journal writer | Write in journal at least once every quarter of year | |||||||||||||||||||||||||||
47 | Mandarin speaker | Sign up to beginner level mandarin | Do intermediate mandarin | Do advanced mandarin | Travel to China | ||||||||||||||||||||||||
48 | Christian book reader | Read 1 christian book/qtr | |||||||||||||||||||||||||||
49 | Blogger on "The Ordinary Investor" | Write 4 blogs/yr as a minimum (essentially meaning once every qtr) | |||||||||||||||||||||||||||
50 | Market news reader | Read business/market news everyday (1 hr each day minimum) | |||||||||||||||||||||||||||
51 | Book read/listener | Read 2 book in year | Read 4 books in year | Read 6 books in year | 12 books in year on Audible | 26 books in year on Audible | |||||||||||||||||||||||
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