CHOOSE
BOLDER
No matter where you’re at in your journey towards wealth, we’re here to make it easy, painless and achievable.
1.
Financial Planning
Each week your pay gets deposited into your bank account and you secretly cheer yourself for being so awesome. You’re doing well, maybe even better than most. But then the realisation hits that you have virtually nothing to show for that healthy income.
It’s awkward but you’re ready to admit it. If you’re going to move into the next phase of your life with more than a wardrobe of great clothes and a huge bucket list, you’re going to need someone to help you get your money working better for you.
Training Plan
› 1:1 session to get clear on your goals and values
› Create a financial roadmap that includes;
- savings plan
- investment strategy
- superannuation platform
- insurance needs assessment
› On going management of your investments
› Implementation of advice
› Twice Yearly financial coaching
› Annual optimisation of your wealth strategy
“I’m earning good money but I have virtually nothing to show for it”
2.
Financial Coaching
You’ve worked hard to be this successful; you’re on top of your incomings and outgoings, you’re saving well and you’re ready for the next step. To get your money doing some of the heavy lifting. After all, it’s you who should be kicking back, not your bank account.
You don’t want to wait 10 or 15 years to see great returns on your money so it’s time to get serious and find someone you can trust to steer you in the right direction and hold you accountable for getting serious about kicking those life and money goals you have.
Coaching Plan
› 1:1 session to get clear on your goals and values
› Create a financial roadmap that includes;
- savings plan
- investment strategy
- superannuation platform
- insurance needs assessment
› On going management of your investments
› Implementation of advice
› Quarterly financial coaching and check-in sessions
› Annual optimisation of your wealth strategy
› Personal accountability and support to help reach your goals
› Support to stay financially robust during times of change
“I’ve researched 100’s of investments but have no idea which ones are a winner and which are a scam?”
3.
Personal CFO
You might be a gun at making money but all that managing it is time consuming and overwhelming. You’re spending precious hours each week managing your personal finances as well as the constant financial needs of your business, Company or Trust; time lost to admin, paperwork and decision making that you could be spending growing your own business.
What you really want is an expert on hand to talk through your options with, review your strategy (hello pay rise, bonus, redundancy, illness, babies…), liaise with your accountant, make sure everything’s on track. Then celebrate your wins with you.
CFO Plan
› 1:1 session to get clear on your goals and values
› Private session to understand your goals and values
› Create a financial framework for business and personal finances
- savings plan
- investment strategy
- superannuation platform
- insurance needs assessment
› Management of your investments
› Implementation of advice
› Quarterly financial coaching and check-in sessions
› Optimisation of your wealth strategy whenever required
› Jargon-free advice around Trusts, Entities and Companies
› Personal and business forecasting
› Liaise with your Accountant to ensure continuity
› Support to stay financially robust during times of change
“I need someone to take these jobs off my hands so I can focus my time and energy on the things I do best.”
BE
BOLDER
Wherever you’re at, we’re here to make it easy, painless and achievable. Book an obligation free 20 minute consultation today.