Your Money Your Future
The focus of this 4 week program is to identify your short-term and long-term financial goals and maximise your opportunities to reach these goals.
During the course of the program you will discover your unique money personality and how to make it work for you in both your day to day life and your investments.
A strong focus is placed on your financial goals and those things in life that you want to experience and enjoy on a daily basis. We will help you work out a Savings Plan that includes your financial goals and dreams.
We will work through the various investment options available to you today and help you work out which investments are of interest to you. Once we identify which investments you wish to pursue, we will provide you with the information you need to take action and start investing.
If you need to seek other specialist financial advice in your investment journey, we will prepare you with what to look out for and what questions must be answered by other finance professionals before you will start working with them.
All of our clients are unique and all programs are adapted to suit your specific needs and goals. You decide when to hold each of the four money coaching sessions at times that suit you within a 2 month period from your first session.
Included in this program is:
- Four 1 hour personal money coaching consultations
- Analysis of your unique Money Personality
- A copy of our Personal Spending List
- Our easy to use Personal Spending Plan
- Our Financial Goals for Life worksheet
- Six months unlimited email support from completion of your program
- Access to our Money Chat forums during and after your program for six months
You can enrol in a Your Money, Your Future program as soon as you are ready to take action and start investing or as a follow up to our Understanding Your Money program.
The Your Money, Your Future program is available for purchase at $500.00 AUD including gst.
