With just a few hours of your time we can sit down together and map out what is truly important to you and prepare and implement your values based Financial Action and Outcomes Plan.
This will include:
Helping you understand your relationship with money and how to improve it
I will assess your “money type” and help you understand the impact it has on your life and your relationship with money.
Explaining how money works, in plain English
I’ll explain financial strategies and concepts in simple, plain English and answer any questions you may have.
Shining a light on where your money goes
To be financially confident and comfortable, you need to understand where your money goes and understand where you could make better choices. We will create a spending plan you can stick to.
Dealing with credit card debt
We will get a plan in place to pay off any credit card debt as quickly as possible, and get you back in control.
Helping you achieve your lifestyle goals
Together we will work out a plan that helps you achieve your best life and reach your lifestyle aspirations.
Protecting yourself and your family
The right amount of insurance will provide you financial security at a time when you need to be focusing on your recovery and wellbeing. I will show you how to become financially resilient in the event something happens to you or your partner.
Investing your money wisely and ethically
Investing is really just taking your savings plan up to the next level. Investing ethically is making a choice to make a difference. I will show you the options available for you.
Arranging a well structured mortgage to ramp up debt reduction
If you’ve got a property and a mortgage, you need to pay down your debt as quickly as possible. I will explain how interest works and show you how to pay as little as possible back to the bank. There are so many more interesting places for your money to go.
Making sure you plan for your fabulous retirement
Retiring is the beginning of your golden years and your chance to live your life the way you want. We will discuss what your ideal retirement looks like and what you need to do to achieve it.
Looking after your estate
Family matters are at the heart of financial advice. Making sure everyone you care about is looked after is so important but making sure you are looked after, if you can no longer look after yourself, is even more important.
Keeping you informed
I will keep you up to date with changes in strategies, legislation and market movements.
Connecting you to other experts
I will introduce you to trusted female advisers, be it a conveyancer, lawyer, accountant or other professional you might need; and will work closely with your existing professional relationships.
