I offer one-on-one assistance to people who want to take control of their money and become financially secure. We can do this online, or face to face, or both.
For some people, we can deal with everything in one meeting, but most people like to sign up for a service package, because it gives them ongoing support and guidance.
You can stay with me for as long as you need to, but I don’t require you to sign up for years at a time.
Your service package will be tailored to you, but each of the standard service packages (Bronze, Silver or Gold) will:
Provide telephone and email support
You will receive 12 months of telephone and email support. This means you can contact me during the course of this agreement and discuss any concerns or ideas you may have.
Forecast your financial future
If you need it, I will complete a financial forecast for you at the start of your agreement. This will help to give you an indication of how your financial situation is progressing and highlight any areas you might need to make changes.
You can try different scenarios to see how they stack up without having to commit to a strategy.
Develop your knowledge of cash flow and debt
This is a crucial part of the packages. Almost everyone needs to know more about cash flow and debt. This will help you see how are managing any debts and if there is anything else you need to do.
Build your superannuation skills
Superannuation is the key to your future. I will give you the facts about your superannuation fund or funds, including:
- the different types of fees that are charged
- how your fund invests your money and how you can make changes to your investment strategy if you chose to.
Educate you about risk
There is always some uncertainty about how an investment will perform over time, and some types of investments are more volatile than others. Knowing how to wait out periods of poor performance and how long to keep investments can make a big difference.
You need to know how much risk you want to take with your investments—and the consequences of taking that risk. I can help you understand.
Make sure you know about insurance
If necessary, I may provide you with education on insurance. This will be focused on the different types of insurance that are available, their features, and the different ways in which you can ‘own’ them.
Educate you about other investments
I can also help you to develop your knowledge of investments outside of superannuation, such as cash, shares and investment properties.
The problems I solve
The main problems I solve for my clients relate to:
Many people are already on the right track. They just need to have this confirmed.
Others need more education to get them on the correct path. Then, they can take control of their own financial future.
firstname.lastname@example.org | 07 5407 0309
The information on this site is of a general nature. It does not take your specific needs or circumstances into consideration, so you should look at your own financial position, objectives and requirements.
You may need to seek financial advice before making any financial decisions
Copyright © 2020 The Money Educators - All Rights Reserve