Rather than being told exactly what to do with their money, many of our clients prefer to employ us as their "coach" or "guide", to empower them to make their own decisions.
Less than 20% of Australians currently use a financial adviser, and that's mostly made up of retirees and people over 55. Most young Australians think they don't have enough money to get financial advice, or fear that a adviser will only sell them a commission-based product they don't need.
Wealth Coaching is our answer to the limitations of the financial advice market.
Our Wealth Coaching services create a solution for this gaping need in our society. Within a short number of affordable sessions with a qualified experts, our clients are able to :
- 🧭 Identify which values & personal goals should inform their strategy
- 🧠 Get educated on of debt, shares, property, tax incentives and the Australian financial landscape
- 🛣️ Set clear and inspiring financial targets to plan for life milestones like buying a home, having kids, relocating, and financial independence (FIRE)
- 🏦 Get out of debt and bring ease and order to money management
- 🫰 Maximise income and be smart with saving it
- 🏡 Make great property decisions, like whether to buy a home, rentvest, renovate, upsize or develop
- 📈 Get started with an investment portfolio, learning the key knowledge, skills and behaviours of successful investing
- 🪺 Make smart & informed decisions about super & insurances
