This programme is designed for you the business owner who wants to have:
A better understanding of how to leverage your business to create personal wealth
Clarity on how to link your business and personal goals
An action plan on how to grow your wealth
Outcomes you will gain over the 12 month programme:
Be in a stronger overall financial position
Have a practical money management system that is not hard work to manage
A solid financial base
Have the confidence and strategy to manage and grow your financial future
How does it work?
Step One: Have a one hour consultation with me to understand your current financial position and get clarity on your goals. This will involve completing a 10 page questionnaire prior.
Step Two: Choose the programme that is right for you. It maybe that just the consultation is enough for you and if so you will only be charged the consultation fee of $375 plus GST.
Step Three: Receive two page action plan that we will use to check your progress.
Step Four: Start taking action and completing your tasks. I will check in with you regularly for the first 3 months to ensure you are on track.
Step Five: Review your progress at the end of 3 months and update tasks for the next quarter
Step Six: Repeat Step 5 at end of 6, 9 & 12 months
What makes this programme different?
Unlike other financial firms you will be working directly with me. I only work with a maximum of 25 clients at a time.
I have over 30 years of personal investment experience building my own diversified portfolio and over 20 years in the financial services and property investment industry.
I can introduce you to my extensive network of professionals that can become part of your team or I can work with your existing team.
I will be your personal financial advisor over the 12 months helping and supporting you implement your goals and objectives. This is a very personalised service tailored to your specific needs.
Throughout the programme you will have reasonable phone and email support so you can use me as a sounding board throughout your journey.
Cost of the 12 month programme
$2,995 + GST
$1,495 +GST is paid at the commencement of the programme, then $500 + GST per month for the following 3 months.
(you can upgrade to the Property Investment Programme at any time)