With just a few hours of your time we can sit down and map out what is truly important to you, and prepare and implement your Unique Values Based Financial Action and Outcomes Plan, by…..
Explaining how money works, in plain English
Finance isn’t your specialty, no problem. I’ll explain financial strategies and concepts in simple, plain English. You will feel comfortable to ask any question and you will be heard.
Shining a light on where your money goes
Are you sure you know where all your money goes? Have you ever done a spending plan? If you have, do you stick to it? To be financially confident and comfortable, you need to understand where your money goes and understand where you could make better choices.
Dealing with credit card debt
You cannot get healthy, wealthy or wise with credit card debt. We will deal with credit card debt, get a plan in place to pay it off as quickly as possible, and get you back in control.
Helping you achieve your lifestyle goals
What would you like your lifestyle to look like? Together we will work out a plan that helps you achieve your best life. Without a plan in place you will find it more difficult to reach your lifestyle aspirations.
Protecting yourself and your family
Building wealth is important for your financial security. Protecting your wealth is just as important. If something happens to you, or your partner, and you couldn’t earn an income, how would you maintain your current living standards? The right amount of insurance will provide you financial security at a time when you need to be focusing on your recovery and well-being. I will show you how to become financially resilient.
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
Buying property in Australia is a massive achievement. Now 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
You want to stop working when it suits you, with the lifestyle you want. That will not happen without your involvement. And it won’t happen overnight either. Retiring is the beginning of your golden years and your chance to life your life the way you want. What does your ideal retirement look like?
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. 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, market movements.
Connecting you to other experts
I will introduce you to trusted female advisers, be it a conveyancer, a lawyer, an accountant, or any other professional you might need. And I will work closely with your existing professional relationships.
