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 to 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.
Get in touch or make an appointment
Meet Our Planners
Corrimal
Shop 1
225 Princes Highway
Corrimal, NSW 2518