Creating a breathtaking life IS within your grasp! You just need to know where you are at, so you can create a new plan to achieve it.

The first step is to know what does that life look like. Have you created that vision yet? If not, it is time to dream…..

Would you like to travel every year? Is your focus reducing your home loan? Perhaps you have done a wonderful job raising your family and now it’s time to think what the rest of your life will look like.

Creating a financial plan has so many elements to it. Let’s do a  spot check to see how connected you are to your financial goals:

  • When did you last look at your home loan statement? Be honest!
  • How much would you need in an emergency fund to cover three months expenses? Do you have one?
  • What is the current balance of your superannuation? When was it last reviewed?
  • When do you want to retire? How will you support yourself through retirement?
  • Do you have a budget? When did you last review it?
  • Do you have short term goals to give you something to look forward to?

How did you go? Were you able to answer any of these positively?

With my Wealth Strategy Review I will go through your financial position with you, and make recommendations as to where I think you need to make changes to increase your financial self worth.

My recommendations could include (but not limited to):

  • Creating a vision of your future
  • Creating a Spending Plan
  • Establish financial goals
  • Addressing your money behaviours through coaching
  • Referral to a Financial Adviser (my strategic partner or yours)
  • Review of your existing Mortgage Portfolio by myself (I am an Authorised Credit Rep)
  • Creation of a Debt Power Payoff Plan

Why not have a look at where you are and see if you would benefit from having a chat with me.