The What

To deliver service in the form of coaching, built on solving the most fundamental problems and beliefs.

These are then used as basis for individual financial/life planning.

Our aim is empower clients with the mindset, behaviour and tools to manage their relationship with money and reduce stress leading to happier and wealthier lives.

The coaching program consists of the following modules:

 

 

  • Money Beliefs & Mindsets
  • Values & Decision Making
  • Value of Time
  • Clarification of Priorities
  • Practical Education

 

  • Understanding of Wealth
  • Managing Expectations
  • Goals Setting
  • Explanation of Wealth Strategies
  • Creation of Financial /Life Plan

 

  • Implementation of the Plan Recommendations
  • Facilitating process of Change
  • Ensuring Ongoing Commitment to the Plan
  • Ongoing Behaviour Coaching
  • Intergenerational Advice / Legacy

 

 

Ready to be empowered and take control of your finances?

We are always here to help guide you on your financial journey. Contact us for advice on how to get started, either book an appointment or call us on 02 9328 0876.

 

Join us for a coffee and friendly chat about your financial goals.

BOOK A COFFEE

Get in touch or make an appointment

Corrimal

Unit 1
225 Princes Highway
Corrimal, NSW 2500

02 4229 8533

02 4229 8533

Come visit us by appointment.