This programme is designed for you the professional who wants to have:
Gain financial clarity on your future path
Feel confident to make smart financial decisions
Have 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
Have 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 a two page action plan that we will use to regularly check your progress.
Step Four: Start taking action and completing your tasks.
Step Five: Review your progress each month and update tasks for the next month.
Step Six: Celebrate what you have learned and know you have stronger financial foundations and a plan to build your future wealth.
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
(you can upgrade to the Property Investment Programme at any time)