A good financial planner can do more to help you kick-start and stick to your financial goals than you may realise. Beyond giving advice on financial products that may suit your needs, they can also help you create a holistic strategy that covers all aspects of your financial life and future planning, and even provide money coaching.
Many new clients we see are unsure of what the benefits of financial planning really are and don’t know quite what to expect or where to start. In a nutshell, it’s about putting strategies in place that help you reach your financial and life goals.
The strategies they use should encompass every aspect of a strong financial game plan, from accounting, budgeting, income and risk assessment to your superannuation, taxation requirements, and estate planning. When we first meet with a new client, we take the time to really look at all of these areas to pull together a cohesive plan for them.
How it works
The first step is to get a complete picture of your current situation – your finances, assets, investments, insurance and future goals, as well as any challenges that may be getting in your way. From this initial strategy session, we produce a statement of advice that outlines all of the actions we think we are required for you to get where you want to be and correct any problem areas.
We have annual reviews with our clients, during which we almost always uncover something that needs to be changed or updated due to shifting circumstances or because we’ve discovered something new that we think might better suit your needs. In some cases, we’ve discovered issues that the client hadn’t even thought much about that led to large insurance payouts for them!
Intensive Financial Coaching
If you struggle with budgeting and saving money or could use more help making decisions about your finances, MoneyCoach4U our financial coaching business, may be just what you require. Here, we blend life and business coaching strategies with expert financial planning techniques to help our clients transform the way they manage their money.
MoneyCoach4U is a complete personal money management program that empowers you to take control of your spending, saving and budgeting, so you can grow your wealth, achieve your goals, and be empowered to live your best life!
What MoneyCoach4U can do for you
- Gain a better understanding of where your money is going and how you can improve your budget with greater financial transparency.
- See what changes in your budget could accomplish for your saving and investment goals.
- Identify banking and lending solutions that can save you money.
- Set weekly and monthly goals and get help staying accountable.
- Discover ways to enjoy your life today while still saving and investing enough for your future.
- Have your own Personal CFO and with an Accountability Coach.
Whether you’ve had a difficult relationship with money in the past or require help managing your money – are single, divorced, or married with a family – we can help. Talk to us about how MoneyCoach4U can help you achieve your financial goals.
If you need help reaching your financial goals or making sure your insurance is up to date, please call us anytime on (02) 8268 2900 for an obligation-free talk.