The benefit in talking to a money coach to assist your wealth creation journey comes down to one key aspect.
We are independent!
Which means we are 100% committed to finding the right solution for you from our relationships with a large number of professionals, products, lenders, and not restricted to the products provided by any one bank.
We know that creating wealth is a goal almost everyone shares...
The good news is that it doesn't have to be that way, with proper financial management and a little guidance from experienced financial coaches, we help you achieve your goals through guiding you in understanding your current position and what is available to build on, such as key assets and liabilities, your income and expenses, and other factors that influence your capacity to get to where you want to be.
We assist you to create your plan to achieve your goals over specific timeframes - immediate, short, medium & long term goals. They are not set in stone, they are there to guide you so you can accommodate for life and its potential twists and turns.
Short Term Goals
Make sure that the money you’ll need in the near future is secure (has no volatility) and that it is accessible.
Medium Term Goals
Planning for your medium term goals means carefully balancing investment growth, timeframes and financial security (being mindful of your risk tolerance).
Long Term Goals
It’s always a good time to start planning for your long term financial goals. We want you to achieve more than only being 10 years down the track.
Once we collate all the relevant information, we create a plan unique to your personal circumstance that ensures you achieve your goals along with our guided financial management.
Financial decisions often go together with emotional attachments, and this is something we allow for during the planning stage and stay in touch to support your ongoing financial decision making.
The Enhanced Process
- Step 1: Understanding your needs
- Step 2: Information gathering
- Step 3: Goal setting
- Step 4: Preparation of plan
- Step 5: Implementation
- Step 6: Review and revision, with ongoing support
We work with you over the years as wealth grows or as circumstances change. Regular reviews on the progress of your goals allow us to ensure that you’re on the path to achieving them.
We are here to support you so please call...
Our Accreditations & Trusted Relationships
If you have any finance related queries
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