Congratulations! You can now discover an easy and proven way to utilise and save money, and help guarantee your future financial freedom and happiness. Build your wealth with our knowledge and expertise. You’ll love the results!
To book your complimentary first appointment please complete the form below and one of our team will be in contact shortly to organise a time. Alternatively, call our office on (02) 6021 0577.
- Understand how we will work with you
Phase 1: Understand Your Situation
Discover your “Big Why”. What does money mean to you? What does it give you? What outcomes are you looking for?
Confirm whether we are the best fit for you
Assist you to complete a comprehensive questionnaire in order for us to best understand your current situation
Phase 2: Decide where you want to be
We assist with goal setting and look at your future plans
We work with you to set realistic time frames
We will determine what you do and don’t want from your investments
Phase 3: Develop a plan that will take you where want to go
We will develop a step by step plan to help you achieve your goals
We will provide a “Plan B”, in case something goes wrong (life has a way of getting in the way sometimes)
Alternative strategies to still achieve your goals
Phase 4: Implementation of your plan
Determine the level of assistance you want or need
Meetings are scheduled for updates, questions and discussions
Investment sourcing begins
Phase 5: Profolio Tracking Meeting
Keeps both yourself and us accountable
Track results. Report to you on existing assets and their financial return, the state of the market, current trends, possible new investments, and check your overall progress.
Set new goals and update objectives to ensure we are still on track
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