|
Send us your financials, then we organise an
appointment.
1. During the initial, private session, we go through
the financial overview
we have prepared of your current
situation.
2. Together we discuss your action plan,
step-by-step, and highlight areas (and habits) that
can be changed or re-structured, and suggest systems
and processes that could be used.
3. We then have a follow-up session, to review and assess
progress and
implementation.
4. You can also choose ongoing coaching to receive
motivation and support.
All this with the view to assist and facilitate you
to improve your financial life; take control of your living/running costs, increasing
income - including passive income, and having
efficient, effective and useful recording and
reporting systems.
Should restructuring loans be included in the above
makeover, and you
re-finance through our mortgage
broker, your Makeover fees will be fully refunded! Your
investment is just $660 (GST inclusive).
(Ongoing coaching is not included in this offer and
is charged on an hourly basis).
The wealth check and financial makeover can be done
face-to-face or over the telephone.
We work with individuals, couples, families, groups and
business owners.
|
