ZWAANZ: FREE PERSONAL/ BUSINESS/ LIFESTYLE (PBL) TOOLKIT
Get your FREE, comprehensive, fully editable Personal, Business & Lifestyle assessment and planning toolkit. Find information below on the recommended steps and what has been included – Click on the button (link) below, complete the form and we will send you the Personal/ Business/ Lifestyle Toolkit FREE of charge.
*An honest, accurate & dedicated approach will help us realize our true desires; along with strategies for successful decision making & implementation ~ Live Your Dream!
Passion. Discipline. Method

BENEFITS
- Scenario Analysis/ Personal Planning & Implementation – Various tools
- Business Analysis – Including considerations for scenarios, roles, responsibilities & tasks
- Detailed Social & Economic Analysis
- Financial Planning, Analysis & Math Tools
- Legal Frameworks & Guidelines – *Please consult a legal advisor in your region to ensure compliance
- Lifestyle Review – Particularly for major lifestyle changes, such as moving to another city/ state/ province or immigration etc.
- Political Assessment
- Improved Communications
- Performance Recording/ Monitoring/ Analysis
- Tools for Critical Thinking & Complex Decision-Making
- Educational Enhancement/ Intellectual Stimulation
- More
FEATURES
- FREE for your use or sharing with others
- Available in .pdf format for easy digital or print review
- Templates are available in Excel format for individual research, analysis & implementation
- Templates can be amended for personal preference
- Our templates will be updated with improvements, as and when required
- Relevant “sample data” is provided in certain templates (e.g. Socio-Economic Analysis) – *Updated every 2-5 years and/or as per significant data updates to ensure the latest information for accurate analysis
- Newsletters will be provided to subscribers for notification of any updates
- Please feel free to provide your feedback to help us improve resources provided for your and others benefit
*IMPORTANT:
*Quality Information: When using any template, the information required for successful decision making is only as good as the quality of the information selected through your research – Poorly selected information or bias of any nature will negatively effect your analysis, decision making and most likely your chosen path in life.
*Reputable Information Sources: It is essential that as much credible, high quality information (facts) are obtained from reputable sources (only). ALL credible facts (perceived as ‘good’ or ‘bad’) are to be taken into account to ensure transparency, accurate analysis and decision making for the best possible results.
*Opinion Polls: Where ‘opinion’ based information, such as opinion polls and the like, is being used; a big sample pool with strong controls should only be considered. Ideally this information should come from reputable ‘research expects’ such as credible universities or research and development organizations. For further surety on the quality of the information, scrutinize the guidelines as to how the information was gathered and what controls were implemented for the results presented.
*References: For each data set selected for your research and analysis; reference the source of the information and include all links (wherever possible) for cross-referencing.
Don’t fool yourself with poor quality information & bias!

1. Personal
The recommended steps below are essential and work in conjunction with the free toolkit provided.
Recommended Steps:
Personal Toolkit: What’s Included?
- Introduction Page
- FREE eBook: A Guide for Personal & Business Growth (Includes Book Reviews & Mentor Summaries)
- Socio-Economic Analysis
- Personal Planning Tools
- Performance Monitoring & Assessment Tools
- Communications Template

2. Business
The recommended steps below are essential and work in conjunction with the free toolkit provided.
Recommended Steps:
- Basic Business Model Review
- Step-By-Step Guide
- Quick Business Assessment(s)
- Select Books for Business Growth & Performance
- Subscribe to Business Growth Channels
- Review the ‘Resources’ Category > *As per your business requirements
- Review the ‘Solutions’ Category > *As per your business requirements
Business Toolkit: What’s Included?
- Introduction Page
- Socio-Economic Analysis
- Business Assessment Tools
- Business Planning Tools
- Business Innovation Tools
- Legal Framework Tools
- Real Estate Assessment Tools
- Performance Monitoring Tools
- Communications Template

3. Lifestyle
The recommended steps below are essential and work in conjunction with the free toolkit provided.
Recommended Steps:
Lifestyle Toolkit: What’s Included?
- Introduction Page
- Socio-Economic Analysis
- Lifestyle Planning Tools
- Investment Portfolio Tools
- Real Estate Assessment Tools
- Performance Monitoring Tools
RECOMMENDED BOOKS
See recommended books by category & get your FREE eBook today!
*Click banners below to link to the relevant pages.